Moss Adams Wealth Advisors »

Investment Managers Ser Tr I shares owned by Moss Adams Wealth Advisors

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

Historical chart of Moss Adams Wealth 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 Moss Adams Wealth Advisors 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 Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 924k 33.08
2023-09-30 $25M 901k 28.24
2023-06-30 $29M 885k 32.41
2023-03-31 $28M 865k 32.00
2022-12-31 $24M 825k 29.29

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Investment Managers Ser Tr I Axs Green Alpha (NXTE)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pure Storage Cl A (PSTG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 3000 Etf (IWV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Moss Adams Wealth Advisors

Top funds holding Investment Managers Ser Tr I

Moss Adams Wealth Advisors
Prime Capital Investment Advisors
Branch Banking & Trust Company
Raymond James & Associates
Raymond James Financial Services Advisors
Green Alpha Advisors
PFG Investments
Advisor Group Holdings
UBS Group
SCBT Financial Corporation

View all funds holding Investment Managers Ser Tr I