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Investment Managers Ser Tr I shares owned by PFG Investments

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

Historical chart of PFG Investments 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 PFG Investments 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 PFG Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.1M 225k 36.16
2024-03-31 $8.0M 219k 36.68
2023-09-30 $4.7M 161k 29.60
2023-06-30 $5.0M 159k 31.27
2023-03-31 $4.3M 148k 28.87

More positions owned by PFG Investments

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Pimco Dynamic Income SHS (PDI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Johnson & Johnson (JNJ)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)

View all positions for PFG Investments

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