Pensionmark Financial Group »

Investment Managers Ser Tr I shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investment Managers Ser Tr I by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $736k 40k 18.63

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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