Who owns INVESTMENT MANAGERS SER TR I?

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Analyze quarterly positions in Investment Managers Ser Tr I with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Investment Managers Ser Tr I stock

Who bought or sold INVESTMENT MANAGERS SER TR I this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Global View Capital Management 593k $146M 38% Jun 2026
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Susquehanna International 9.8k $2.4M 100% Jun 2026
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Hrt Financial 9.7k $2.4M 100% Jun 2026
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Discipline Wealth Solutions 8.0k $2.0M 100% Jun 2026
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Founders Financial Securities 5.7k $1.4M 100% Jun 2026
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Jane Street 2.6k $633k 100% Jun 2026
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Castleview Partners 2.3k $561k 100% Jun 2026
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Citadel Advisors 1.3k $331k 100% Jun 2026
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Goldman Sachs Group 964.00 $237k 100% Jun 2026
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UBS Group 342.00 $84k 100% Jun 2026
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SHP Wealth Management 50.00 $7.9k 0% Mar 2026
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Who sold out of Investment Managers Ser Tr I?

Fund or Company Name Date Sold Shares Held Valued At
UMA Financial Services Mar 2026 195.00 $31k