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
Download as csv
Download as Excel
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 |
|
| Hobbs Group Advisors | 803k | $15M | 6% | Dec 2025 |
|
| Janney Montgomery Scott | 209k | $3.9M | 100% | Dec 2025 |
|
| Vermillion & White Wealth Management Group | 181k | $3.3M | 5% | Sep 2025 |
|
| Oregon Pacific Wealth Management | 150k | $2.8M | -2% | Dec 2025 |
|
| Puff Wealth Management | 105k | $2.0M | 56% | Dec 2025 |
|
| LPL Financial | 98k | $1.8M | 5% | Dec 2025 |
|
| Latitude Advisors | 73k | $1.4M | 5% | Dec 2025 |
|
| BlackDiamond Wealth Management | 68k | $1.4M | 7% | Dec 2025 |
|
| Cascades Capital Asset Management | 62k | $1.1M | 49% | Dec 2025 |
|
| Onyx Bridge Wealth Group | 61k | $1.1M | 9% | Dec 2025 |
|
| Silverlake Wealth Management | 61k | $1.1M | 43% | Dec 2025 |
|
| Pursuit Wealth Management | 58k | $1.1M | 100% | Dec 2025 |
|
| CLS Investments | 56k | $1.0M | 34% | Dec 2025 |
|
| 4wealth Advisors | 51k | $957k | 77% | Dec 2025 |
|
| Financial Services Advisory | 49k | $904k | -1% | Dec 2025 |
|
| Pensionmark Financial Group | 40k | $736k | 100% | Dec 2025 |
|
| Ellis Investment Partners | 32k | $591k | -4% | Dec 2025 |
|
| Raymond James Financial | 31k | $564k | -2% | Sep 2025 |
|
| Waddell & Associates | 30k | $552k | 0% | Sep 2025 |
|
| Strait & Sound Wealth Management | 30k | $555k | 6% | Dec 2025 |
|
| Flow Traders US | 29k | $543k | 100% | Dec 2025 |
|
| Jane Street | 28k | $529k | -9% | Dec 2025 |
|
| REAP Financial Group | 20k | $366k | -3% | Dec 2025 |
|
| Sar Wealth Management Group | 18k | $333k | 0% | Dec 2025 |
|
| Ameriprise Financial | 18k | $326k | 100% | Sep 2025 |
|
| Belpointe Asset Management | 13k | $248k | 100% | Dec 2025 |
|
| Advisor Group Holdings | 12k | $220k | -14% | Sep 2025 |
|
| Commonwealth Equity Services | 12k | $220k | -2% | Dec 2025 |
|
| AlTi Global | 11k | $212k | 0% | Dec 2025 |
|
| Clark Asset Management | 11k | $210k | -28% | Dec 2025 |
|
| Susquehanna International | 11k | $195k | 100% | Dec 2025 |
|
| Brian McDonald | 10k | $188k | 0% | Dec 2025 |
|
| Harbour Investments | 8.7k | $160k | 2% | Sep 2025 |
|
| Millstone Evans Group | 7.4k | $139k | 0% | Dec 2025 |
|
| Royal Bank of Canada | 1.3k | $23k | 100% | Sep 2025 |
|
| Evolution Wealth Management | 771.00 | $14k | 548% | Dec 2025 |
|
| Bogart Wealth | 400.00 | $7.5k | 0% | Dec 2025 |
|
| Smartleaf Asset Management | 140.00 | $2.6k | 0% | Sep 2025 |
|
| Covestor | 97.00 | $2.0k | 0% | Dec 2025 |
|
| UBS Group | 36.00 | $669.999600 | -99% | Dec 2025 |
|
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 |
| Envestnet Asset Management | Sep 2025 | 11k | $209k |
| A. Montag and Associates | Sep 2025 | 3.5k | $65k |
| MAI Wealth Advisors | Sep 2025 | 119.00 | $2.2k |
| CWM | Sep 2025 | 80.00 | $1.0k |