Investment Managers Ser Tr I shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Investment Managers Ser Tr I (AAA) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors 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 Aptus Capital Advisors 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 Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $648k | 26k | 25.10 |
| 2025-06-30 | $685k | 27k | 25.07 |
| 2025-03-31 | $544k | 22k | 24.87 |
| 2024-12-31 | $614k | 25k | 25.08 |
| 2024-09-30 | $611k | 24k | 25.03 |
| 2024-06-30 | $775k | 31k | 25.03 |
| 2024-03-31 | $757k | 30k | 25.03 |