Cascades Capital Asset Management »

Investment Managers Ser Tr I shares owned by Cascades Capital Asset Management

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

Historical chart of Cascades Capital 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 Cascades Capital 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 Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $759k 41k 18.33

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Equity (VOO)
Vanguard Dividend Appreciation ETF Equity (VIG)
Microsoft Corp Equity (MSFT)
Vanguard S&P 500 Value Equity (VOOV)
Apple Equity (AAPL)
Nvidia Corp Equity (NVDA)
Vanguard Growth ETF Equity (VUG)
Wisdomtree Floating Rate Treas. ETF Equity (USFR)
Vanguard Mid Cap Index ETF Equity (VO)
Alphabet Inc Class A Equity (GOOGL)
S P D R S&p 500 Etf Equity (SPY)
Vanguard International Divdend ETF Equity (VIGI)
I Shares MSCI USA Minimum Volatilty Equity (USMV)
I Shares 3-7 Year US Treas. ETF Equity (IEI)
Vanguard Value ETF Equity (VTV)

View all positions for Cascades Capital Asset Management

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