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Investment Managers Ser Tr I shares owned by Puff Wealth Management

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

Historical chart of Puff Wealth 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 Puff Wealth 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 Puff Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 67k 18.33
2025-06-30 $860k 53k 16.35
2025-03-31 $713k 49k 14.49
2024-12-31 $695k 48k 14.49

More positions owned by Puff Wealth Management

Apple (AAPL)
Ea Series Trust Astoria Us Quali (GQQQ)
Spdr Series Trust Portfli Intrmdit (SPTI)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Ea Series Trust Ea Astoria Dynmc (AGGA)
First Tr Exchange-traded No Amer Energy (EMLP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ea Series Trust Astoria Us Equal (ROE)
Investment Managers Ser Tr I Astoria Real (PPI)

View all positions for Puff Wealth 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