Belpointe Asset Management »

Investment Managers Ser Tr I shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management 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 Belpointe Asset Management 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 Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $248k 13k 18.63

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Anydrus Advantage Etf Etf (NDOW)
Collaborative Investmnt Ser Etf (PLGI)
Microsoft Corporation (MSFT)
Collaborative Investmnt Ser Etf (NELS)
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Vanguard Index Fds Etf (VOO)
Amazon (AMZN)
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View all positions for Belpointe Asset Management

Top funds holding Investment Managers Ser Tr I

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

View all funds holding Investment Managers Ser Tr I