Ashton Thomas Private Wealth »

Investment Managers Ser Tr I shares owned by Ashton Thomas Private Wealth

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Ashton Thomas Private Wealth from 13F filings

Historical chart of Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investment Managers Ser Tr I by Ashton Thomas Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.0M 49k 20.80

More positions owned by Ashton Thomas Private Wealth

Spdr Series Trust State Street Spd (BIL)
Apple (AAPL)
Select Sector Spdr Tr State Street Tec (XLK)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Chime Finl Com Shs Cl A (CHYM)
Strategy Day Hagan Smart (SSUS)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Amazon (AMZN)
C H Robinson Worldwide In Com New (CHRW)
Strategy Day Hagan Smart (DHSB)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Ashton Thomas Private Wealth

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
First National Advisers
Janney Montgomery Scott
Vermillion & White Wealth Management Group
Oregon Pacific Wealth Management
LPL Financial
Puff Wealth Management
BlackDiamond Wealth Management
Latitude Advisors
Silverlake Wealth Management
4wealth Advisors
Onyx Bridge Wealth Group
Cascades Capital Asset Management
Pursuit Wealth Management

View all funds holding Investment Managers Ser Tr I