Lake Hills Wealth Management »

Investment Managers Ser Tr I shares owned by Lake Hills Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by Lake Hills Wealth Management from 13F filings

Historical chart of Lake Hills Wealth Management 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 Lake Hills Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investment Managers Ser Tr I by Lake Hills Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 58k 25.96
2023-03-31 $1.5M 38k 40.08
2022-09-30 $2.3M 37k 61.87

More positions owned by Lake Hills Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Gold Tr Gold Shs (GLD)
Alps Etf Tr Alerian Mlp (AMLP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr China Lg-cap Etf (FXI)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Tips Bd Etf (TIP)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Lake Hills Wealth Management

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
Nicholas Hoffman & Company
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