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Investment Managers Ser Tr I shares owned by Bluedoor Private Wealth

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

Historical chart of Bluedoor 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 Bluedoor Private Wealth 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 Bluedoor Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $577k 28k 20.80

More positions owned by Bluedoor Private Wealth

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Seacoast Bkg Corp Fla Com New (SBCF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Bluedoor 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