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Investment Managers Ser Tr I shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies 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 Sound Income Strategies 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 Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $94k 4.5k 21.04

More positions owned by Sound Income Strategies

Hercules Capital Cef (HTGC)
Ares Capital Corp Cef (ARCC)
Golub Cap Bdc Cef (GBDC)
Sixth Street Specialty Lending Cef (TSLX)
Blue Owl Capital Corporation Cef (OBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Blackstone Secd Lending Cef (BXSL)
Pennantpark Floating Rate Cap Cef (PFLT)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Sound Enhanced Fixed Income Etf Etf (FXED)
Citigroup Stock (C)
Omnicom Group Stock (OMC)
Totalenergies Se Act Stock (TTE)
Simon Ppty Group Reit (SPG)

View all positions for Sound Income Strategies

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
First National Advisers
Janney Montgomery Scott
Vermillion & White Wealth Management Group
Oregon Pacific Wealth Management
LPL Financial
Puff Wealth Management
BlackDiamond Wealth Management
Latitude Advisors
Cascades Capital Asset Management
Silverlake Wealth Management
4wealth Advisors
Onyx Bridge Wealth Group
Pursuit Wealth Management

View all funds holding Investment Managers Ser Tr I