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Investment Managers Ser Tr I shares owned by Retirement Group

Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by Retirement Group from 13F filings

Historical chart of Retirement Group 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 Retirement Group 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 Retirement Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 454 26.88
2023-12-31 $12k 454 25.96
2023-09-30 $18k 454 39.70
2023-06-30 $16k 454 36.18
2023-03-31 $18k 454 39.65

More positions owned by Retirement Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Exxon Mobil Corporation (XOM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Chevron Corporation (CVX)
Vanguard Index Fds Value Etf (VTV)
Jefferies Finl Group (JEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20+ Year Tr Bd (TLTW)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Retirement Group

Top funds holding Investment Managers Ser Tr I

AYAL Capital Advisors
Citadel Advisors
Concentric Capital Strategies
Hrt Financial
Clayton Partners
Frank. Day
Simplex Trading
Gunderson Capital Management
Nicholas Hoffman & Company
SG Americas Securities
Mutual Advisors
Gts Securities
TD Waterhouse Canada
Harbour Investments
Gables Capital Management

View all funds holding Investment Managers Ser Tr I