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Investment Managers Ser Tr I shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Investment Managers Ser Tr I shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.1k 150 20.87
2025-03-31 $3.3k 150 22.21
2024-12-31 $3.3k 150 21.93
2024-09-30 $3.7k 150 24.37
2024-06-30 $3.4k 150 22.75
2024-03-31 $3.6k 150 24.04
2023-12-31 $3.9k 150 25.75
2023-09-30 $3.6k 150 24.04

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Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
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Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

Top funds holding Investment Managers Ser Tr I

Morgan Stanley
Cape Investment Advisory
TD Waterhouse Canada

View all funds holding Investment Managers Ser Tr I