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 |
|---|---|---|---|---|---|
| MAI Wealth Advisors | 251k | $14M | -6% | Jun 2026 |
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| Green Alpha Advisors | 153k | $7.4M | 143% | Sep 2026 |
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| Natural Investments | 120k | $5.8M | -15% | Sep 2026 |
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| Prime Capital Investment Advisors | 89k | $4.3M | 39% | Sep 2026 |
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| North Berkeley Wealth Management | 43k | $2.1M | 1% | Sep 2026 |
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| Fig Financial Advisory Services | 40k | $1.9M | 100% | Sep 2026 |
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| Susquehanna International | 30k | $1.6M | -13% | Jun 2026 |
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| Envestnet Asset Management | 29k | $1.6M | 94% | Jun 2026 |
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| Raymond James Financial | 26k | $1.4M | 2% | Jun 2026 |
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| PFG Investments | 10k | $553k | 71% | Jun 2026 |
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| Jane Street | 9.1k | $494k | -43% | Jun 2026 |
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| Citadel Advisors | 8.2k | $449k | 100% | Jun 2026 |
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| Ethic | 7.8k | $379k | -3% | Sep 2026 |
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| Discipline Wealth Solutions | 6.4k | $313k | 100% | Sep 2026 |
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| Investment Research Partners | 4.4k | $215k | 100% | Sep 2026 |
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| Synergy Financial Management | 4.3k | $207k | 100% | Sep 2026 |
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| Advisor Group Holdings | 3.8k | $206k | 48% | Jun 2026 |
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| Sankala Group | 20.00 | $938.000000 | 100% | Jun 2026 |
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| FMR | 1.00 | $54.000000 | 100% | Jun 2026 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Mar 2026 | 28k | $1.1M |
| Royal Bank of Canada | Mar 2026 | 1.5k | $58k |
| UBS Group | Mar 2026 | 22.00 | $861.999600 |