Who owns INVESTMENT MANAGERS SER TR I?
- Ticker: NXTE
- CUSIP Number: 46144x586
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Natural Investments | 470k | $15M | 100% | Dec 2024 |
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| MAI Wealth Advisors | 272k | $8.6M | 1% | Dec 2024 |
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| Prime Capital Investment Advisors | 155k | $4.9M | -21% | Dec 2024 |
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| Old Mission Capital | 37k | $1.2M | 100% | Dec 2024 |
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| Raymond James Financial | 28k | $904k | 100% | Dec 2024 |
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| Raymond James & Associates | 28k | $956k | 23% | Sep 2024 |
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| Envestnet Asset Management | 25k | $808k | -17% | Dec 2024 |
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| Raymond James Financial Services Advisors | 12k | $413k | -16% | Sep 2024 |
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| Green Alpha Advisors | 11k | $348k | 0% | Dec 2024 |
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| Ethic | 8.6k | $273k | -1% | Dec 2024 |
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| UBS Group | 8.5k | $269k | 24069% | Dec 2024 |
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| Moss Adams Wealth Advisors | 8.1k | $256k | 0% | Dec 2024 |
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| Pathstone Holdings | 6.5k | $207k | 100% | Dec 2024 |
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| Royal Bank of Canada | 5.1k | $163k | -64% | Dec 2024 |
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| Advisor Group Holdings | 3.2k | $109k | 16% | Dec 2024 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Sep 2024 | 20k | $685k |
| Branch Banking & Trust Company | Sep 2024 | 17k | $557k |
| PFG Investments | Sep 2024 | 6.3k | $212k |