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PURPOSE INVESTMENTS INC. ACTIVE CONSERVATIVE FD ETF UNITPURPOSE INVESTMENTS INC. ACTIVE CONSERVATIVE FD ETF UNITPURPOSE INVESTMENTS INC. ACTIVE CONSERVATIVE FD ETF UNIT

PURPOSE INVESTMENTS INC. ACTIVE CONSERVATIVE FD ETF UNIT

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PURPOSE INVESTMENTS INC. ACTIVE CONSERVATIVE FD ETF UNIT holdings


As of June 30, 2025
Symbol
Weight %
Shares
Market value
Z
ZAGBMO Aggregate Bond Index ETF
14.17%
‪‪566.72 K‬‬
‪‪7.87 M‬‬CAD
X
XCBiShares Core Canadian Corporate Bond Index ETF
9.92%
‪‪272.38 K‬‬
‪‪5.50 M‬‬CAD
M
MNYPurpose Cash Management Fund Trust Units
7.34%
‪‪40.74 K‬‬
‪‪4.08 M‬‬CAD
R
RDEPurpose Core Income Equity Fund
7.20%
‪‪139.08 K‬‬
‪‪4.00 M‬‬CAD
P
PIDPurpose International Dividend Fund
6.48%
‪‪135.37 K‬‬
‪‪3.60 M‬‬CAD
B
BNDPurpose Global Bond Fund
6.36%
‪‪197.11 K‬‬
‪‪3.53 M‬‬CAD
I
IEFAiShares Core MSCI EAFE ETF
6.03%
‪‪29.43 K‬‬
‪‪3.35 M‬‬CAD
Z
ZCNBMO S&P/TSX Capped Composite Index ETF
5.78%
‪‪89.34 K‬‬
‪‪3.21 M‬‬CAD
E
EQL.FInvesco S&P 500 Equal Weight Index ETF
5.52%
‪‪96.40 K‬‬
‪‪3.06 M‬‬CAD
Z
ZMUBMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF
4.98%
‪‪216.18 K‬‬
‪‪2.76 M‬‬CAD
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