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Investment Managers Ser Tr I shares owned by Allegheny Financial Group

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

Historical chart of Allegheny 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 Allegheny 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 Allegheny Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 55k 37.10

More positions owned by Allegheny Financial Group

Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Flexible Debt Et
Ea Series Trust City Diffnt Invt
Diamond Hill Funds Large Cap Concen
Ishares Tr Core Div Grwth (DGRO)
NVR (NVR)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Erie Indty Cl A (ERIE)
Exxon Mobil Corporation (XOM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Microsoft Corporation (MSFT)

View all positions for Allegheny Financial Group

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Tanglewood Wealth Management
Verum Partners
NavPoint Financial
Raymond James Financial
Eclectic Associates
Wells Fargo & Company
New England Private Wealth Advisors
Compass Ion Advisors
Argent Trust
Private Advisor
Allegheny Financial Group
Mills Wealth Advisors
Cambridge Investment Research Advisors
Jane Street

View all funds holding Investment Managers Ser Tr I