Investment Managers Ser Tr I shares owned by Principal Securities
Quarter-by-quarter ownership of Investment Managers Ser Tr I (WUGI) shares owned by Principal Securities
from 13F filings
Historical chart of Principal Securities 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 Principal Securities 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 Principal Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5k | 50 | 89.86 |
| 2025-06-30 | $4.1k | 50 | 81.42 |
| 2025-03-31 | $3.6k | 50 | 72.50 |
| 2024-12-31 | $3.6k | 50 | 72.50 |
| 2024-09-30 | $3.5k | 50 | 70.56 |
| 2024-06-30 | $3.5k | 50 | 69.58 |
| 2024-03-31 | $3.1k | 50 | 61.92 |
| 2023-12-31 | $2.6k | 50 | 51.28 |