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Investment Managers Ser Tr I shares owned by AdvisorNet Financial

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

Historical chart of AdvisorNet Financial 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 AdvisorNet Financial 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 AdvisorNet Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.0k 100 89.87
2025-06-30 $8.1k 100 81.41
2025-03-31 $6.6k 100 65.55
2024-12-31 $7.3k 100 72.50
2024-09-30 $7.1k 100 70.55
2024-06-30 $7.0k 100 69.59

More positions owned by AdvisorNet Financial

Ishares S&p 500 Index Etf (IVV)
Dimensional Us Core Equity Market Etf Etf (DFAU)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Stock (MSFT)
Capital Group International Focus Equity Etf Etf (CGXU)
Apple Stock (AAPL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Us Dividend Equity Etf Etf (SCHD)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Gold Etf Etf (GLD)

View all positions for AdvisorNet Financial

Top funds holding Investment Managers Ser Tr I

Citadel Advisors
WealthBridge Capital Management
Jane Street
Flow Traders US
Federation des caisses Desjardins du Quebec
National Bank Of Canada /fi/
Advisor Group Holdings
Cape Investment Advisory
AdvisorNet Financial
Principal Securities

View all funds holding Investment Managers Ser Tr I