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Investment Managers Ser Tr I shares owned by Strategic Financial Planning

Quarter-by-quarter ownership of Investment Managers Ser Tr I shares owned by Strategic Financial Planning from 13F filings

Historical chart of Strategic Financial Planning 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 Strategic Financial Planning 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 Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.3M 68k 48.15

More positions owned by Strategic Financial Planning

Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange-traded F Betabuildrs Us (BBUS)
American Centy Etf Tr Avantis Responsi (AVSE)
Hp (HPQ)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Spdr Ser Tr Bloomberg Emg Mk (EMHC)
Investment Managers Ser Tr I Axs Change Finan

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Top funds holding Investment Managers Ser Tr I

Strategic Financial Planning

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