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Investment Managers Ser Tr I shares owned by Advisor Group Holdings

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

Historical chart of Advisor Group Holdings 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 Advisor Group Holdings 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 Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5k 35 70.54
2024-03-31 $2.2k 35 61.91
2023-12-31 $246k 4.8k 51.27
2023-09-30 $514k 12k 44.55
2023-06-30 $406k 8.6k 46.90

More positions owned by Advisor Group Holdings

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Advisor Group Holdings

Top funds holding Investment Managers Ser Tr I

Jane Street
WealthBridge Capital Management
Citadel Advisors
Pinnacle Family Advisors
Pnc Financial Services
National Bank Of Canada /fi/
AdvisorNet Financial
Principal Securities
Advisor Group Holdings
Venturi Wealth Management

View all funds holding Investment Managers Ser Tr I