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Investment Managers Ser Tr I shares owned by Waddell & Associates

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates 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 Waddell & Associates 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 Waddell & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $467k 30k 15.51
2024-06-30 $449k 30k 14.90

More positions owned by Waddell & Associates

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Global 100 Etf (IOO)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Doubleline Etf Trust Opportunistic Bd (DBND)

View all positions for Waddell & Associates

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Vermillion & White Wealth Management Group
Jane Street
LPL Financial
Latitude Advisors
BlackDiamond Wealth Management
Envestnet Asset Management
Baldwin Brothers
Onyx Bridge Wealth Group
Ellis Investment Partners
Private Advisor
Sowell Financial Services
Raymond James Financial Services Advisors
Waddell & Associates

View all funds holding Investment Managers Ser Tr I