Who owns INVESTMENT MANAGERS SER TR I?
- Ticker: CHGX
- CUSIP Number: 46144x107
Tip: Access positions for across all investors
Analyze quarterly positions in Investment Managers Ser Tr I with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Investment Managers Ser Tr I stock
Who bought or sold INVESTMENT MANAGERS SER TR I this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| WCG Wealth Advisors | 253k | $9.7M | 0% | Sep 2024 |
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| PFG Investments | 225k | $8.1M | 2% | Jun 2024 |
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| Pensionmark Financial Group | 133k | $5.1M | 100% | Sep 2024 |
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| Westfuller Advisors | 89k | $3.4M | 100% | Sep 2024 |
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| Colorado Capital Management | 85k | $3.3M | -2% | Sep 2024 |
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| Commonwealth Equity Services | 51k | $2.0M | -11% | Sep 2024 |
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| LPL Financial | 44k | $1.7M | 0% | Sep 2024 |
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| Private Advisor | 41k | $1.6M | 15% | Sep 2024 |
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| Seeds Investor | 39k | $1.5M | 6% | Sep 2024 |
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| Cambridge Investment Research Advisors | 34k | $1.3M | 8% | Sep 2024 |
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| Envestnet Asset Management | 34k | $1.3M | 12% | Sep 2024 |
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| Advisor Group Holdings | 33k | $1.3M | 39% | Sep 2024 |
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| Susquehanna International | 26k | $1.0M | 4% | Sep 2024 |
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| IMPACTfolio | 24k | $928k | -42% | Sep 2024 |
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| Tower Research Capital | 22k | $798k | 183% | Jun 2024 |
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| Etfidea | 16k | $618k | 16% | Sep 2024 |
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| HighTower Advisors | 14k | $497k | -6% | Jun 2024 |
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| Pathstone Holdings | 12k | $476k | 100% | Sep 2024 |
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| Proequities | 12k | $462M | 6% | Sep 2024 |
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| First Affirmative Financial Network | 12k | $443k | 0% | Sep 2024 |
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| Royal Bank of Canada | 11k | $427k | 0% | Sep 2024 |
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| Denver Wealth Management | 9.4k | $363k | -3% | Sep 2024 |
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| Arjuna Capital | 8.3k | $318k | -7% | Sep 2024 |
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| Clarius | 5.7k | $220k | 0% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 3.5k | $135k | 13% | Sep 2024 |
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| ORG Partners | 2.3k | $89k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 2.0k | $73k | 0% | Jun 2024 |
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| Morgan Stanley | 2.0k | $124k | 0% | Jun 2024 |
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| Pnc Financial Services | 1.5k | $56k | -4% | Sep 2024 |
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| Harbour Investments | 69.00 | $2.7k | 0% | Sep 2024 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Raymond James Financial Services Advisors | Jun 2024 | 136k | $4.9M |
| Citadel Advisors | Jun 2024 | 18k | $640k |
| Mercer Global Advisors | Mar 2024 | 11k | $415k |