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Investment Managers Ser Tr I shares owned by Avestar Capital

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Avestar Capital from 13F filings

Historical chart of Avestar Capital investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Avestar Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Avestar Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 94k 27.46
2023-09-30 $2.0M 77k 25.71

More positions owned by Avestar Capital

Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Meta Platforms Cl A (META)
Ishares Tr Blackrock Ultra (ICSH)
Microsoft Corporation Put Option (MSFT)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Avestar Capital

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Avestar Capital
BlackDiamond Wealth Management
Latitude Advisors
Jane Street
Susquehanna International
Klr Investment Advisors
Ellis Investment Partners
Private Advisor
Onyx Bridge Wealth Group
Citadel Advisors
Sowell Financial Services
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Investment Managers Ser Tr I