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Investment Managers Ser Tr I shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole 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 J.w. Cole 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $215k 6.0k 36.18
2023-03-31 $239k 6.0k 40.08
2022-12-31 $324k 5.9k 54.52

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for J.w. Cole Advisors

Top funds holding Investment Managers Ser Tr I

AYAL Capital Advisors
Citadel Advisors
Concentric Capital Strategies
Hrt Financial
Clayton Partners
Frank. Day
Gunderson Capital Management
Simplex Trading
Cutler
Patriot Financial Group Insurance Agency
SG Americas Securities
Mutual Advisors
Gts Securities
Meridian Wealth Management
Planning Capital Management Corp

View all funds holding Investment Managers Ser Tr I