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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
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 Common Stock (VOXR)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
1/100 Berkshire Htwy Common Stock
Aptus Collared Inv Uit Exchange Traded (ACIO)
Berkshire Hathaway Common Stock (BRK.B)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Apple Common Stock (AAPL)
Aptus Enhncd Yld Uit Exchange Traded (JUCY)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Calamos Market Neutral I Equity Funds (CMNIX)
Ishares Core S&p Total Uit Exchange Traded (ITOT)

View all positions for ORG Partners

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