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Investment Managers Ser Tr I shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners 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 Steward Partners 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $975 500 1.95

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Steward Partners Investment Advisory

Top funds holding Investment Managers Ser Tr I

IHT Wealth Management
Susquehanna International
Intl Fcstone
IMC-Chicago
Citadel Advisors
Jane Street
Jump Financial
XTX Topco
Belvedere Trading
Two Sigma Securities
Royal Bank of Canada
WealthTrust Asset Management
Hrt Financial
Simplex Trading
National Bank Of Canada /fi/

View all funds holding Investment Managers Ser Tr I