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Investment Managers Ser Tr I shares owned by Clark Asset Management

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

Historical chart of Clark 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 Clark 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 Clark Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 16k 18.33
2025-06-30 $287k 18k 16.35
2025-03-31 $255k 18k 14.49

More positions owned by Clark Asset Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Clark 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