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Investment Managers Ser Tr I shares owned by CWM

Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by CWM from 13F filings

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $43k 1.2k 36.69
2023-12-31 $39k 1.2k 33.28
2023-09-30 $35k 1.2k 29.86
2023-06-30 $37k 1.2k 31.57

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Investment Managers Ser Tr I

IMPACTfolio
PFG Investments
WCG Wealth Advisors
Raymond James Financial Services Advisors
Colorado Capital Management
Commonwealth Equity Services
Private Advisor
Cambridge Investment Research Advisors
Advisor Group Holdings
Arjuna Capital
HighTower Advisors
Etfidea
Gts Securities
Citadel Advisors
Proequities

View all funds holding Investment Managers Ser Tr I