AMERICAN FUNDS INVMT CO OF AMER A

Ticker: AIVSX CUSIP: 461308108 Class: Mutual Funds

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (2)

Williams Jones Wealth Management, LLC.
Value ($000) $296 Shares 4,728
Motiv8 Investments LLC
Value ($000) $0 Shares 1,171

Increased Positions (4)

NORTH STAR ASSET MANAGEMENT INC
Value ($000) $401 (-3.5%) Shares 6,401 (+2.9%)
Westside Investment Management, Inc.
Value ($000) $79 (+2.1%) Shares 1,257 (+8.7%)
Estabrook Capital Management
Value ($000) $78 (+2.3%) Shares 1,237 (+9.1%)
Coston, McIsaac & Partners
Value ($000) $0 (+1.4%) Shares 5,699 (+8.0%)

Exited Positions (3)

Kohmann Bosshard Financial Services, LLC
Value ($000) $262 Shares 3,918
Fulton Bank, N.A.
Value ($000) $261 Shares 3,905
Luminist Capital LLC
Value ($000) $14 Shares 208