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Investment Managers Ser Tr I shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment 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 Summit Investment Advisors 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 Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.5k 395 24.04
2023-12-31 $10k 395 25.75
2023-09-30 $8.5k 355 24.04

More positions owned by Summit Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Etf (IVV)
Vanguard Europe Pacific ETF (VEA)
Vanguard S&p 500 Etf idx (VOO)
iShares Lehman Aggregate Bond (AGG)
Spdr Ser Tr Etf (ONEV)
Alphabet Inc Class C cs (GOOG)
Facebook Inc cl a (META)
Broadcom (AVGO)
iShares S&P 500 Growth Index (IVW)
Vanguard Total Bond Market ETF (BND)
iShares S&P 500 Value Index (IVE)

View all positions for Summit Investment Advisors

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