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Investment Managers Ser Tr I shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $89k 2.3k 38.49
2024-06-30 $84k 2.3k 36.01
2023-12-31 $49k 1.5k 33.22
2023-09-30 $43k 1.5k 29.60
2023-06-30 $46k 1.5k 31.19

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Vanguard Index Fds S&p 500 Etf Equity (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Ishares Total Us Uit Exchange Traded (ITOT)
Apple Equity (AAPL)
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)

View all positions for ORG Partners

Top funds holding Investment Managers Ser Tr I

WCG Wealth Advisors
PFG Investments
Pensionmark Financial Group
Westfuller Advisors
Colorado Capital Management
Commonwealth Equity Services
LPL Financial
Private Advisor
Seeds Investor
Cambridge Investment Research Advisors
Envestnet Asset Management
Advisor Group Holdings
Susquehanna International
IMPACTfolio
Tower Research Capital

View all funds holding Investment Managers Ser Tr I