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Investment Managers Ser Tr I shares owned by Goldstone Financial Group

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

Historical chart of Goldstone 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 Goldstone 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 Goldstone Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.1M 223k 36.28

More positions owned by Goldstone Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)
Schwab Strategic Tr Fundamental Us S (FNDA)

View all positions for Goldstone Financial Group

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Oxford Financial
Verum Partners
Bank of New York Mellon
NavPoint Financial
Raymond James Financial
Eclectic Associates
New England Private Wealth Advisors
Jane Street
Goldstone Financial Group
Wells Fargo & Company
Allegheny Financial Group
Demming Financial Services Corp
Argent Trust
Citadel Advisors

View all funds holding Investment Managers Ser Tr I