Discipline Wealth Solutions »

Investment Managers Ser Tr I shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Investment Managers Ser Tr I (MQQQ) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions 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 Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 8.0k 245.57

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Discipline Wealth Solutions

Top funds holding Investment Managers Ser Tr I

Global View Capital Management
Susquehanna International
Hrt Financial
Discipline Wealth Solutions
Founders Financial Securities
Jane Street
Castleview Partners
Citadel Advisors
Goldman Sachs Group
UBS Group
SHP Wealth Management

View all funds holding Investment Managers Ser Tr I