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Investment Managers Ser Tr I shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2024-03-31 $358k 9.8k 36.68
2023-12-31 $516k 16k 33.22
2023-09-30 $203k 6.9k 29.60
2023-06-30 $215k 6.9k 31.27

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Pacer Fds Tr Pacer Us Small (CALF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Quality Grow (QGRO)
Columbia Etf Tr I Multi Sec Muni (MUST)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Total Usd (IUSB)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Moneywise

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