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 |
|---|---|---|---|---|---|
| IMPACTfolio | 480k | $16M | -7% | Dec 2023 |
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| WCG Wealth Advisors | 215k | $7.1M | -4% | Dec 2023 |
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| Raymond James Financial Services Advisors | 182k | $6.1M | -2% | Dec 2023 |
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| Colorado Capital Management | 92k | $3.4M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 68k | $2.3M | -2% | Dec 2023 |
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| Cambridge Investment Research Advisors | 37k | $1.2M | -15% | Dec 2023 |
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| Private Advisor | 32k | $1.1M | -3% | Dec 2023 |
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| Advisor Group Holdings | 21k | $693k | 1% | Dec 2023 |
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| Arjuna Capital | 17k | $577k | 77% | Dec 2023 |
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| HighTower Advisors | 17k | $561k | -8% | Dec 2023 |
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| Moneywise | 16k | $516k | 126% | Dec 2023 |
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| Etfidea | 14k | $477k | 4% | Dec 2023 |
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| Gts Securities | 12k | $407k | 100% | Dec 2023 |
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| Citadel Advisors | 12k | $404k | 100% | Dec 2023 |
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| Proequities | 12k | $398M | -22% | Dec 2023 |
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| First Affirmative Financial Network | 12k | $430k | -1% | Mar 2024 |
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| Mercer Global Advisors | 11k | $376k | 1% | Dec 2023 |
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| Royal Bank of Canada | 11k | $368k | -9% | Dec 2023 |
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| Pnc Financial Services | 9.8k | $324k | 0% | Dec 2023 |
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| Wetherby Asset Management | 9.6k | $319k | 0% | Dec 2023 |
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| Denver Wealth Management | 7.7k | $255k | -1% | Dec 2023 |
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| Wedbush Morgan Securities | 6.5k | $217k | -23% | Dec 2023 |
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| Orion Portfolio Solutions | 6.2k | $204k | 100% | Dec 2023 |
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| Clarius | 5.7k | $210k | 100% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 3.3k | $109k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 2.0k | $68k | 0% | Dec 2023 |
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| ORG Partners | 1.5k | $49k | 0% | Dec 2023 |
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| CWM | 1.2k | $43k | 0% | Mar 2024 |
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| Northwest Capital Management | 1.2k | $43k | 0% | Mar 2024 |
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| Harbour Investments | 69.00 | $2.3k | 0% | Dec 2023 |
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| Wells Fargo & Company | 1.00 | $26.000000 | 100% | Dec 2023 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| PFG Investments | Sep 2023 | 161k | $4.7M |
| Streettalk Advisors | Sep 2023 | 20k | $582k |
| UBS Group | Sep 2023 | 2.9k | $86k |
| Concord Wealth Partners | Sep 2023 | 500.00 | $15k |