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 |
|---|---|---|---|---|---|
| PFG Investments | 269k | $10M | 1% | Dec 2024 |
|
| WCG Wealth Advisors | 256k | $9.7M | 1% | Dec 2024 |
|
| Pensionmark Financial Group | 133k | $5.1M | 0% | Dec 2024 |
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| Natural Investments | 89k | $3.4M | 100% | Dec 2024 |
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| Westfuller Advisors | 83k | $3.2M | -7% | Dec 2024 |
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| Colorado Capital Management | 70k | $2.7M | -17% | Dec 2024 |
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| Commonwealth Equity Services | 65k | $2.5M | 28% | Dec 2024 |
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| LPL Financial | 43k | $1.6M | -1% | Dec 2024 |
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| Seeds Investor | 37k | $1.4M | -6% | Dec 2024 |
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| Cambridge Investment Research Advisors | 34k | $1.3M | 0% | Dec 2024 |
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| Envestnet Asset Management | 32k | $1.2M | -5% | Dec 2024 |
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| Private Advisor | 31k | $1.2M | -24% | Dec 2024 |
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| Advisor Group Holdings | 29k | $1.1M | -11% | Dec 2024 |
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| IMPACTfolio | 20k | $766k | -16% | Dec 2024 |
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| HighTower Advisors | 15k | $565k | 9% | Dec 2024 |
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| Tower Research Capital | 14k | $519k | 2% | Dec 2024 |
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| Pathstone Holdings | 12k | $470k | 0% | Dec 2024 |
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| Proequities | 11k | $448M | -6% | Dec 2024 |
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| Royal Bank of Canada | 11k | $421k | 0% | Dec 2024 |
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| First Affirmative Financial Network | 11k | $400k | -5% | Mar 2025 |
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| Wetherby Asset Management | 9.6k | $364k | 0% | Dec 2024 |
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| Denver Wealth Management | 9.5k | $361k | 1% | Dec 2024 |
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| Arjuna Capital | 8.3k | $316k | 1% | Dec 2024 |
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| Citadel Advisors | 7.5k | $285k | 100% | Dec 2024 |
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| Susquehanna International | 6.0k | $226k | -77% | Dec 2024 |
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| Morgan Stanley | 5.5k | $254k | -2% | Dec 2024 |
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| FMR | 3.6k | $136k | 4% | Dec 2024 |
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| ORG Partners | 2.3k | $88k | 0% | Dec 2024 |
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| Steward Partners Investment Advisory | 2.0k | $77k | 0% | Dec 2024 |
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| Stance Capital | 1.6k | $60k | 100% | Dec 2024 |
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| Pnc Financial Services | 1.4k | $53k | -4% | Dec 2024 |
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| Wells Fargo & Company | 162.00 | $6.2k | 100% | Dec 2024 |
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| Harbour Investments | 69.00 | $2.6k | 0% | Dec 2024 |
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| UBS Group | 12.00 | $456.000000 | 100% | Dec 2024 |
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Who sold out of Investment Managers Ser Tr I?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Clarius | Sep 2024 | 5.7k | $220k |
| Householder Group Estate & Retirement Specialist | Sep 2024 | 3.5k | $135k |