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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
2025-09-30 $552k 30k 18.33
2025-06-30 $492k 30k 16.35
2025-03-31 $436k 30k 14.49
2024-12-31 $436k 30k 14.49
2024-09-30 $467k 30k 15.51
2024-06-30 $449k 30k 14.90

More positions owned by Waddell & Associates

FedEx Corporation (FDX)
Global X Fds Us Infr Dev Etf (PAVE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Fundamental Us S (FNDA)
Global X Fds Adaptive Us (AUSF)
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)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Apple (AAPL)
Microsoft Corporation (MSFT)

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
Oregon Pacific Wealth Management
LPL Financial
Latitude Advisors
Puff Wealth Management
BlackDiamond Wealth Management
Onyx Bridge Wealth Group
Financial Services Advisory
Silverlake Wealth Management
Cascades Capital Asset Management
CLS Investments
Ellis Investment Partners
Jane Street

View all funds holding Investment Managers Ser Tr I