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Investment Managers Ser Tr I shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Investment Managers Ser Tr I (WUGI) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings 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 Advisor Group Holdings 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 Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2k 35 61.91
2023-12-31 $246k 4.8k 51.27
2023-09-30 $514k 12k 44.55
2023-06-30 $406k 8.6k 46.90

More positions owned by Advisor Group Holdings

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Investment Managers Ser Tr I

Jane Street
WealthBridge Capital Management
Citadel Advisors
Cambridge Investment Research Advisors
National Bank Of Canada /fi/
Pnc Financial Services
Aptus Capital Advisors
Principal Securities
UBS Group
Advisor Group Holdings

View all funds holding Investment Managers Ser Tr I