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Investment Managers Ser Tr I shares owned by Kestra Advisory Services

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

Historical chart of Kestra Advisory Services 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 Kestra Advisory Services 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 Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $137k 1.9k 72.36

More positions owned by Kestra Advisory Services

Apple (AAPL)
NVIDIA Corporation (NVDA)
Parker-Hannifin Corporation (PH)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Kestra Advisory Services

Top funds holding Investment Managers Ser Tr I

Citadel Advisors
WealthBridge Capital Management
Jane Street
Flow Traders US
Kestra Advisory Services
Federation des caisses Desjardins du Quebec
Advisor Group Holdings
Cape Investment Advisory
AdvisorNet Financial

View all funds holding Investment Managers Ser Tr I