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Investment Managers Ser Tr I shares owned by Prime Capital Investment Advisors

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

Historical chart of Prime Capital Investment 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 Prime Capital Investment 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 Prime Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 357k 33.08
2023-09-30 $10M 361k 28.24
2023-06-30 $12M 363k 32.41
2023-03-31 $11M 358k 32.00

More positions owned by Prime Capital Investment Advisors

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Ishares Tr Us Treas Bd Etf Etf (GOVT)
Apple Stock (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Ishares Tr Core Us Aggbd Et Etf (AGG)
Microsoft Corp Stock (MSFT)
Ishares Tr Core S&p Ttl Stk Etf (ITOT)
Schwab Strategic Tr Intl Eqty Etf Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf Etf (SCHM)
Vanguard Index Fds Value Etf Etf (VTV)
Ishares Tr Sp Smcp600vl Etf Etf (IJS)
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)

View all positions for Prime Capital Investment 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
Advisor Group Holdings
UBS Group
SCBT Financial Corporation

View all funds holding Investment Managers Ser Tr I