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PPI · Astoria Real Assets ETF ETF

INVESTMENT MANAGERS SERIES TRUST II

SEC fund profile
$21.35 +0.08% At close · Sep 4
Net assets $154,795,532
Holdings78
1 month
-0.21%
Year to date
+15.59%
52-week range
$17.12–$22.44
30-session avg volume
24,686

Market performance

Adjusted close · up to five years

Since Dec 2021

Fund profile

Structure
Open-end / ETF
SEC series
S000074985
Report date
Jun 30, 2026
Holdings coverage
Full reported portfolio

Portfolio concentration

Top 10 holdings28.01%

Calculated only when the SEC filing is stored with complete portfolio coverage.

Asset allocation

EC99.53%

Country allocation

US67.43%
GB6.63%
JP6.35%
FR5.53%
DE4.98%
CH3.38%
CA3.33%
Other1.89%

Portfolio holdings

Latest linked SEC Form NPORT-P report.

Export CSV
HoldingValueWeight
WORLD GOLD TRUST$8,971,1245.80%
GE VERNOVA INC$5,646,3773.65%
ABB LTD (CH)$4,497,2902.91%
ENGIE SA$3,908,5422.52%
SIMON PROPERTY GROUP INC$3,812,7852.46%
VERTIV HOLDINGS COMPANY$3,650,5422.36%
SIEMENS ENERGY AG$3,351,2162.16%
AMERICAN ELECTRIC POWER COMPANY INC$3,184,8002.06%
CUMMINS INC$3,168,0792.05%
E.ON SE$3,162,7892.04%
SHELL PLC$3,023,5171.95%
L'AIR LIQUIDE SA$2,979,5901.92%
HOWMET AEROSPACE INC$2,923,0461.89%
LOCKHEED MARTIN CORP$2,811,7101.82%
RIO TINTO PLC$2,708,8281.75%
FREEPORT-MCMORAN INC$2,623,5821.69%
EXXON MOBIL CORP$2,606,1571.68%
VISTRA CORP$2,554,1021.65%
VICI PROPERTIES INC$2,506,4531.62%
CBRE GROUP INC$2,492,5731.61%
MITSUBISHI ELECTRIC CORP$2,401,9921.55%
LAMAR ADVERTISING COMPANY$2,327,0661.50%
HOST HOTELS & RESORTS INC$2,272,5561.47%
COMFORT SYSTEMS USA INC$2,268,6001.47%
JONES LANG LASALLE INC$2,242,4881.45%
CONSTELLATION ENERGY CORP$2,185,6561.41%
KANSAI ELECTRIC POWER CO INC (THE)$2,090,0461.35%
VALERO ENERGY CORP$2,057,4761.33%
EXELON CORP$1,974,0311.28%
FUJIKURA LTD$1,942,3491.25%
SSE PLC$1,906,3801.23%
W.P. CAREY INC$1,836,4061.19%
STERLING INFRASTRUCTURE INC$1,799,5881.16%
EOG RESOURCES INC$1,783,6581.15%
NEWMONT CORP$1,776,0011.15%
EDISON INTERNATIONAL$1,774,4411.15%
HALLIBURTON COMPANY$1,760,7491.14%
NRG ENERGY INC$1,755,7871.13%
CARPENTER TECHNOLOGY CORP$1,722,8341.11%
SAFRAN SA$1,668,4751.08%
STEEL DYNAMICS INC$1,650,0471.07%
GAMING AND LEISURE PROPERTIES INC$1,641,0201.06%
CANADIAN NATURAL RESOURCES LTD$1,636,3501.06%
SLB LTD$1,631,2881.05%
TECHNIPFMC PLC$1,612,0181.04%
FIRSTENERGY CORP$1,568,3921.01%
TALEN ENERGY CORP$1,567,0121.01%
SUNCOR ENERGY INC$1,534,3360.99%
OMEGA HEALTHCARE INVESTORS INC$1,499,4410.97%
EQT CORP$1,484,1870.96%