Retirement Planning Group »

Investment Managers Ser Tr I shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning 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 Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investment Managers Ser Tr I by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $277k 7.6k 36.28

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning 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