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Investment Managers Ser Tr I shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 133k 38.49

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Church & Dwight (CHD)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Sp Smcp600vl Etf (IJS)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pensionmark Financial Group

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