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Investment Managers Ser Tr I shares owned by Sowell Financial Services

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

Historical chart of Sowell Financial Services 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 Sowell Financial Services 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 Sowell Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $570k 18k 31.83
2023-12-31 $490k 18k 27.38
2023-09-30 $452k 18k 25.64
2023-06-30 $459k 18k 25.51
2022-12-31 $507k 20k 25.36

More positions owned by Sowell Financial Services

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Amazon Stock (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Two Rds Shared Tr Affinity World (WLDR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Sprott Physical Gold Tr Unit (PHYS)

View all positions for Sowell Financial Services

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Latitude Advisors
LPL Financial
Susquehanna International
BlackDiamond Wealth Management
Envestnet Asset Management
Klr Investment Advisors
Ellis Investment Partners
Private Advisor
Onyx Bridge Wealth Group
Sowell Financial Services
Commonwealth Equity Services
Advisor Group Holdings
RFG Advisory

View all funds holding Investment Managers Ser Tr I