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 | 1.4M | $31M | 11% | Jun 2026 |
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| Hobbs Group Advisors | 816k | $17M | 0% | Jun 2026 |
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| First National Advisers | 219k | $4.7M | -7% | Jun 2026 |
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| Janney Montgomery Scott | 217k | $4.6M | 6% | Jun 2026 |
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| LPL Financial | 201k | $4.3M | 24% | Jun 2026 |
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| Vermillion & White Wealth Management Group | 201k | $4.3M | 2% | Jun 2026 |
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| Oregon Pacific Wealth Management | 168k | $3.6M | -3% | Jun 2026 |
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| Puff Wealth Management | 157k | $3.3M | 50% | Jun 2026 |
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| Cascades Capital Asset Management | 100k | $2.1M | 34% | Jun 2026 |
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| BlackDiamond Wealth Management | 81k | $1.7M | 4% | Jun 2026 |
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| Ashton Thomas Private Wealth | 80k | $1.7M | 64% | Jun 2026 |
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| Latitude Advisors | 79k | $1.7M | 2% | Jun 2026 |
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| 4wealth Advisors | 72k | $1.5M | 4% | Jun 2026 |
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| Onyx Bridge Wealth Group | 69k | $1.5M | 8% | Jun 2026 |
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| Silverlake Wealth Management | 67k | $1.4M | -8% | Jun 2026 |
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| Cary Street Partners Financial | 63k | $1.3M | 100% | Jun 2026 |
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| CLS Investments | 52k | $1.1M | 20% | Jun 2026 |
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| Financial Services Advisory | 41k | $871k | -1% | Jun 2026 |
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| Pensionmark Financial Group | 40k | $826k | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 39k | $821k | 100% | Jun 2026 |
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| Sound Income Strategies | 34k | $730k | 664% | Jun 2026 |
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| Flow Traders US | 33k | $697k | 100% | Jun 2026 |
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| Ellis Investment Partners | 31k | $668k | 0% | Jun 2026 |
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| Bluedoor Private Wealth | 31k | $650k | 10% | Jun 2026 |
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| Waddell & Associates | 30k | $641k | 0% | Jun 2026 |
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| Raymond James Financial | 30k | $634k | -1% | Jun 2026 |
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| Strait & Sound Wealth Management | 29k | $620k | 0% | Jun 2026 |
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| Advisor Group Holdings | 20k | $419k | 3% | Jun 2026 |
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| Woodward Diversified Capital | 19k | $402k | -2% | Jun 2026 |
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| Armis Advisers | 18k | $392k | -6% | Jun 2026 |
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| Sar Wealth Management Group | 18k | $383k | 1% | Jun 2026 |
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| Belpointe Asset Management | 17k | $362k | -44% | Jun 2026 |
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| GeoWealth Management | 16k | $344k | 4% | Jun 2026 |
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| Equitable Holdings | 16k | $344k | 100% | Jun 2026 |
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| Stillwater Private Wealth | 15k | $313k | 100% | Jun 2026 |
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| Hrt Financial | 13k | $271k | 100% | Jun 2026 |
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| REAP Financial Group | 12k | $248k | -30% | Jun 2026 |
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| Commonwealth Equity Services | 11k | $240k | -5% | Jun 2026 |
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| Clark Asset Management | 11k | $239k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 10k | $213k | -1% | Jun 2026 |
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| Jane Street | 9.9k | $210k | 100% | Jun 2026 |
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| Harbour Investments | 8.5k | $182k | -2% | Jun 2026 |
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| Millstone Evans Group | 7.4k | $158k | 0% | Jun 2026 |
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| Pnc Financial Services | 2.4k | $50k | 100% | Jun 2026 |
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| IFG Advisory | 1.7k | $37k | 100% | Jun 2026 |
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| Nbc Securities | 1.5k | $31k | 100% | Jun 2026 |
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| Parallel Advisors | 1.0k | $21k | 0% | Jun 2026 |
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| Morgan Stanley | 931.00 | $34k | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 928.00 | $20k | 100% | Jun 2026 |
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| Evolution Wealth Management | 770.00 | $16k | 0% | Jun 2026 |
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| Mercer Global Advisors | 533.00 | $11k | 100% | Jun 2026 |
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| Bogart Wealth | 400.00 | $8.5k | 0% | Jun 2026 |
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| Covestor | 208.00 | $4.0k | 12% | Jun 2026 |
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| Smartleaf Asset Management | 140.00 | $3.0k | 0% | Jun 2026 |
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| UBS Group | 18.00 | $383.000400 | 0% | Jun 2026 |
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| Simplex Trading | 3.00 | $63.000000 | 100% | Jun 2026 |
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| SRS Capital Advisors | 3.00 | $63.999900 | 100% | Jun 2026 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 27k | $555k |
| Assetmark | Mar 2026 | 857.00 | $18k |
| Root Financial Partners | Mar 2026 | 709.00 | $15k |