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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 (BEX) 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
2026-06-30 $359k 6.0k 59.81

More positions owned by Beacon Pointe Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Lennox International (LII)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

Top funds holding Investment Managers Ser Tr I

Susquehanna International
Citadel Advisors
Jane Street
Optiver Holding B.V.
Goldman Sachs Group
Gts Securities
IMC-Chicago
Client First Investment Management
Belvedere Trading
Beacon Pointe Advisors
Scientech Research
Simplex Trading
Hollencrest Securities

View all funds holding Investment Managers Ser Tr I