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Investment Managers Ser Tr I shares owned by Financial Architects

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

Historical chart of Financial Architects 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 Financial Architects 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 Financial Architects

Quarter filed Position value Share count Share price at filing
2023-06-30 $535k 17k 31.27
2023-03-31 $549k 19k 28.87
2022-12-31 $525k 19k 27.12
2022-09-30 $440k 18k 24.84
2022-03-31 $361k 12k 31.40

More positions owned by Financial Architects

Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Financial Architects

Top funds holding Investment Managers Ser Tr I

IMPACTfolio
WCG Wealth Advisors
PFG Investments
Raymond James Financial Services Advisors
Colorado Capital Management
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Private Advisor
Cambridge Investment Research Advisors
Seeds Investor
Advisor Group Holdings
Susquehanna International
Citadel Advisors
Arjuna Capital

View all funds holding Investment Managers Ser Tr I