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Investment Managers Ser Tr I shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (APPX) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe 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 Beacon Pointe 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 Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 7.4k 147.70

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Lennox International (LII)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)

View all positions for Beacon Pointe Advisors

Top funds holding Investment Managers Ser Tr I

Citadel Advisors
Susquehanna International
Belvedere Trading
Jane Street
Flow Traders US
Beacon Pointe Advisors
Renaissance Technologies
Hrt Financial
TCG Advisory Services
Jump Financial
Scientech Research
UBS Group
Tower Research Capital

View all funds holding Investment Managers Ser Tr I