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Investment Managers Ser Tr I shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth 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 4wealth 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 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $532k 29k 18.33

More positions owned by 4wealth Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for 4wealth Advisors

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Vermillion & White Wealth Management Group
Oregon Pacific Wealth Management
LPL Financial
Latitude Advisors
Puff Wealth Management
BlackDiamond Wealth Management
Onyx Bridge Wealth Group
Financial Services Advisory
Silverlake Wealth Management
Cascades Capital Asset Management
CLS Investments
Ellis Investment Partners
Jane Street

View all funds holding Investment Managers Ser Tr I