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Investment Managers Ser Tr I shares owned by Stillwater Private Wealth

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

Historical chart of Stillwater Private Wealth 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 Stillwater Private Wealth 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 Stillwater Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $313k 15k 21.64

More positions owned by Stillwater Private Wealth

State Street Spdr Portfolio S&p 500 Exchange Traded Fund (SPYM)
Alpha Architect 1-3 Month Box Etf Exchange Traded Fund (BOXX)
Alpha Architect Us Quantitative Val Exchange Traded Fund (QVAL)
Invesco S&p Midcap Momentum Etf Exchange Traded Fund (XMMO)
Alpha Architect Tail Risk Etf Exchange Traded Fund (CAOS)
Alpha Architect High Inflation & De Exchange Traded Fund (HIDE)
Wisdomtree Managed Futures Strategy Exchange Traded Fund (WTMF)
Schwab Intermediate-term Us Treasur Exchange Traded Fund (SCHR)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX)
Abrdn Physical Gold Shares Etf Exchange Traded Fund (SGOL)
Freedom 100 Emerging Markets Etf Exchange Traded Fund (FRDM)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Vaneck Morningstar Wide Moat Etf Exchange Traded Fund (MOAT)

View all positions for Stillwater Private Wealth

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