SRS Capital Advisors »

Investment Managers Ser Tr I shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $63 3 21.33

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital Advisors

Top funds holding Investment Managers Ser Tr I

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

View all funds holding Investment Managers Ser Tr I