Who owns INVESTMENT MANAGERS SER TR I?
- Ticker: PPI
- CUSIP Number: 46141t117
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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors | 981k | $19M | 11% | Sep 2025 |
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| Hobbs Group Advisors | 755k | $14M | 1% | Sep 2025 |
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| Vermillion & White Wealth Management Group | 181k | $3.3M | 5% | Sep 2025 |
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| Oregon Pacific Wealth Management | 153k | $2.8M | 100% | Sep 2025 |
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| LPL Financial | 93k | $1.7M | 14% | Sep 2025 |
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| Latitude Advisors | 70k | $1.3M | 0% | Sep 2025 |
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| Puff Wealth Management | 67k | $1.2M | 28% | Sep 2025 |
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| BlackDiamond Wealth Management | 64k | $1.2M | 7% | Sep 2025 |
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| Onyx Bridge Wealth Group | 56k | $1.0M | 16% | Sep 2025 |
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| Financial Services Advisory | 49k | $898k | 100% | Sep 2025 |
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| Silverlake Wealth Management | 42k | $777k | 97% | Sep 2025 |
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| Cascades Capital Asset Management | 41k | $759k | 100% | Sep 2025 |
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| CLS Investments | 41k | $758k | 8% | Sep 2025 |
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| Ellis Investment Partners | 33k | $605k | -1% | Sep 2025 |
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| Jane Street | 31k | $573k | 100% | Sep 2025 |
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| Raymond James Financial | 31k | $564k | -2% | Sep 2025 |
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| Waddell & Associates | 30k | $552k | 0% | Sep 2025 |
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| 4wealth Advisors | 29k | $532k | 100% | Sep 2025 |
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| Strait & Sound Wealth Management | 28k | $517k | 12% | Sep 2025 |
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| REAP Financial Group | 20k | $373k | -7% | Sep 2025 |
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| Sar Wealth Management Group | 18k | $326k | -3% | Sep 2025 |
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| Ameriprise Financial | 18k | $326k | 100% | Sep 2025 |
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| Clark Asset Management | 16k | $288k | -11% | Sep 2025 |
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| Commonwealth Equity Services | 12k | $222k | -2% | Sep 2025 |
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| Advisor Group Holdings | 12k | $220k | -14% | Sep 2025 |
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| Envestnet Asset Management | 11k | $209k | 100% | Sep 2025 |
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| AlTi Global | 11k | $209k | -1% | Sep 2025 |
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| Brian McDonald | 10k | $184k | 17% | Sep 2025 |
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| Harbour Investments | 8.7k | $160k | 2% | Sep 2025 |
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| Millstone Evans Group | 7.4k | $136k | -7% | Sep 2025 |
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| UBS Group | 3.6k | $66k | -36% | Sep 2025 |
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| A. Montag and Associates | 3.5k | $65k | 0% | Sep 2025 |
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| Royal Bank of Canada | 1.3k | $23k | 100% | Sep 2025 |
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| Morgan Stanley | 931.00 | $23k | 100% | Jun 2025 |
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| Bogart Wealth | 400.00 | $7.3k | 0% | Sep 2025 |
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| Smartleaf Asset Management | 140.00 | $2.6k | 0% | Sep 2025 |
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| Evolution Wealth Management | 119.00 | $2.2k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 119.00 | $2.2k | 0% | Sep 2025 |
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| Covestor | 97.00 | $2.0k | -15% | Sep 2025 |
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| CWM | 80.00 | $1.0k | 0% | Sep 2025 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Armis Advisers | Jun 2025 | 65k | $1.1M |
| Citadel Advisors | Jun 2025 | 52k | $854k |
| Flow Traders US | Jun 2025 | 50k | $824k |
| Cambridge Investment Research Advisors | Jun 2025 | 10k | $169k |
| Transce3nd | Jun 2025 | 348.00 | $5.7k |