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Investment Managers Ser Tr I shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.5k 104 81.43
2025-03-31 $16k 237 65.56
2024-12-31 $30k 410 72.45

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Cape Investment Advisory

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