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Investment Managers Ser Tr I shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Investment Managers Ser Tr I (RINC) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $485k 20k 24.04
2023-12-31 $547k 21k 25.75
2023-09-30 $599k 25k 24.04

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Us Aggbd Et (AGG)
Home Depot (HD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for Steward Partners Investment Advisory

Top funds holding Investment Managers Ser Tr I

Susquehanna International
Signature Securities Group Corporation
LPL Financial
Advisor Group Holdings
Steward Partners Investment Advisory
Virtu Financial
Morgan Stanley
Royal Bank of Canada
Bank Of Montreal
Wells Fargo & Company
Harbour Investments
ICA Group Wealth Management
Atlantic Trust
Pnc Financial Services
Summit Investment Advisors

View all funds holding Investment Managers Ser Tr I