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Investment Managers Ser Tr I shares owned by Invested Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (NXTE) shares owned by Invested Advisors from 13F filings

Historical chart of Invested Advisors 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 Invested Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Invested Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $219k 5.7k 38.58

More positions owned by Invested Advisors

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Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Acwi Ex Us (ACWX)
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Microsoft Corporation (MSFT)
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Johnson & Johnson (JNJ)
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Ishares Tr Core High Dv Etf (HDV)

View all positions for Invested Advisors

Top funds holding Investment Managers Ser Tr I

MAI Wealth Advisors
Natural Investments
Prime Capital Investment Advisors
North Berkeley Wealth Management
Susquehanna International
Raymond James Financial
Old Mission Capital
Envestnet Asset Management
Green Alpha Advisors
Ethic
Investment Research Partners
Invested Advisors
Advisor Group Holdings
Triumph Capital Management
Sankala Group

View all funds holding Investment Managers Ser Tr I