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Investment Managers Ser Tr I shares owned by Guardian Asset Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (FPAG) shares owned by Guardian Asset Advisors from 13F filings

Historical chart of Guardian Asset Advisors 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 Guardian Asset Advisors 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 Guardian Asset Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $415k 10k 40.14

More positions owned by Guardian Asset Advisors

Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Spdr Series Trust St Inter Bd Etf (SPIB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vertiv Holdings Com Cl A (VRT)
Wal-Mart Stores (WMT)
Ishares Tr Msci Usa Min Etf (USMV)
Eli Lilly & Co. (LLY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Guardian Asset Advisors

Top funds holding Investment Managers Ser Tr I

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

View all funds holding Investment Managers Ser Tr I