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
MAI Wealth Advisors 251k $14M -6% Jun 2026
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Natural Investments 141k $7.7M -10% Jun 2026
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Prime Capital Investment Advisors 64k $3.5M 1% Jun 2026
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Green Alpha Advisors 63k $3.4M 462% Jun 2026
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North Berkeley Wealth Management 43k $2.3M -5% Jun 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 8.1k $438k -2% Jun 2026
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Advisor Group Holdings 3.8k $206k 48% Jun 2026
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Morgan Stanley 557.00 $22k 100% Mar 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
Investment Research Partners Mar 2026 6.5k $255k
Invested Advisors Mar 2026 5.7k $222k
Royal Bank of Canada Mar 2026 1.5k $58k
Triumph Capital Management Dec 2025 200.00 $7.7k
UBS Group Mar 2026 22.00 $861.999600