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 | 1.3M | $28M | 6% | Mar 2026 |
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| Hobbs Group Advisors | 818k | $17M | 2% | Mar 2026 |
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| First National Advisers | 236k | $4.9M | 100% | Mar 2026 |
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| Janney Montgomery Scott | 204k | $4.2M | -2% | Mar 2026 |
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| Vermillion & White Wealth Management Group | 197k | $4.1M | 4% | Mar 2026 |
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| Oregon Pacific Wealth Management | 172k | $3.6M | 15% | Mar 2026 |
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| LPL Financial | 162k | $3.4M | 66% | Mar 2026 |
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| Puff Wealth Management | 105k | $2.0M | 56% | Dec 2025 |
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| BlackDiamond Wealth Management | 78k | $1.6M | 16% | Mar 2026 |
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| Latitude Advisors | 77k | $1.6M | 5% | Mar 2026 |
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| Silverlake Wealth Management | 73k | $1.5M | 20% | Mar 2026 |
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| 4wealth Advisors | 69k | $1.4M | 35% | Mar 2026 |
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| Onyx Bridge Wealth Group | 64k | $1.3M | 4% | Mar 2026 |
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| Cascades Capital Asset Management | 62k | $1.1M | 49% | Dec 2025 |
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| Pursuit Wealth Management | 58k | $1.1M | 100% | Dec 2025 |
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| Ashton Thomas Private Wealth | 49k | $1.0M | 100% | Mar 2026 |
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| CLS Investments | 43k | $896k | -22% | Mar 2026 |
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| Financial Services Advisory | 42k | $864k | -14% | Mar 2026 |
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| Pensionmark Financial Group | 40k | $826k | 1% | Mar 2026 |
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| Ellis Investment Partners | 31k | $650k | -2% | Mar 2026 |
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| Belpointe Asset Management | 30k | $631k | 128% | Mar 2026 |
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| Raymond James Financial | 30k | $561k | -2% | Dec 2025 |
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| Waddell & Associates | 30k | $626k | 0% | Mar 2026 |
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| Strait & Sound Wealth Management | 29k | $606k | -2% | Mar 2026 |
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| Bluedoor Private Wealth | 28k | $577k | 100% | Mar 2026 |
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| Citadel Advisors | 27k | $555k | 100% | Mar 2026 |
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| Armis Advisers | 20k | $435k | -7% | Mar 2026 |
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| Woodward Diversified Capital | 19k | $419k | 100% | Mar 2026 |
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| Sar Wealth Management Group | 18k | $372k | 0% | Mar 2026 |
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| Advisor Group Holdings | 17k | $318k | 42% | Dec 2025 |
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| REAP Financial Group | 17k | $347k | -15% | Mar 2026 |
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| GeoWealth Management | 16k | $322k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 12k | $246k | 0% | Mar 2026 |
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| Clark Asset Management | 11k | $234k | 0% | Mar 2026 |
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| Susquehanna International | 11k | $195k | 100% | Dec 2025 |
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| Fifth Third Bancorp | 10k | $210k | 100% | Mar 2026 |
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| Brian McDonald | 10k | $188k | 0% | Dec 2025 |
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| Harbour Investments | 8.7k | $182k | 0% | Mar 2026 |
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| Millstone Evans Group | 7.4k | $155k | 0% | Mar 2026 |
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| Sound Income Strategies | 4.5k | $94k | 100% | Mar 2026 |
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| Parallel Advisors | 1.0k | $21k | 100% | Mar 2026 |
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| Morgan Stanley | 931.00 | $34k | 100% | Mar 2026 |
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| Assetmark | 857.00 | $18k | 100% | Mar 2026 |
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| Evolution Wealth Management | 770.00 | $16k | 0% | Mar 2026 |
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| Root Financial Partners | 709.00 | $15k | 100% | Mar 2026 |
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| Bogart Wealth | 400.00 | $8.3k | 0% | Mar 2026 |
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| Covestor | 185.00 | $4.0k | 91% | Mar 2026 |
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| Smartleaf Asset Management | 140.00 | $2.9k | 0% | Mar 2026 |
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| UBS Group | 18.00 | $374.000400 | -50% | Mar 2026 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2025 | 29k | $543k |
| Jane Street | Dec 2025 | 28k | $529k |
| Ameriprise Financial | Dec 2025 | 19k | $351k |
| AlTi Global | Dec 2025 | 11k | $212k |
| Royal Bank of Canada | Sep 2025 | 1.3k | $23k |
| CWM | Sep 2025 | 80.00 | $1.0k |