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Investment Managers Ser Tr I shares owned by WealthBridge Capital Management

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

Historical chart of WealthBridge Capital Management 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 WealthBridge Capital Management 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 WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $952k 11k 89.87
2025-06-30 $857k 11k 81.41
2025-03-31 $667k 10k 65.56
2024-12-31 $733k 10k 72.50
2024-09-30 $787k 11k 70.55
2024-06-30 $758k 11k 69.59
2024-03-31 $645k 10k 61.92
2023-12-31 $412k 8.0k 51.27

More positions owned by WealthBridge Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for WealthBridge Capital Management

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