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Investment Managers Ser Tr I shares owned by Financial Services Advisory

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Financial Services Advisory from 13F filings

Historical chart of Financial Services Advisory 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 Financial Services Advisory 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 Financial Services Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $898k 49k 18.33

More positions owned by Financial Services Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Ishares Tr Russell 2000 Etf (IWM)
Victory Portfolios Ii Core Intermediat (UITB)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Financial Services Advisory

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