J.W. COLE ADVISORS, INC. - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X628. A total of 44 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2022. The put-call ratio across all filers is 0.83 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q2 2023$215,271
-9.7%
5,9500.0%0.02%
-11.8%
Q1 2023$238,476
-26.5%
5,950
+0.0%
0.02%
-32.0%
Q4 2022$324,3345,9490.02%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q4 2022
NameSharesValueWeighting ↓
CROWN ADVISORS MANAGEMENT, INC. 100,000$5,4514.96%
Gunderson Capital Management Inc. 23,567$1,284,6372.35%
SCHOLTZ & COMPANY, LLC 19,084$1,0400.74%
Stevard, LLC 9,242$503,7810.43%
Samalin Investment Counsel, LLC 10,440$569,0790.36%
TCG Advisory Services, LLC 26,833$1,462,6670.32%
M Holdings Securities, Inc. 29,485$1,6080.17%
Empowered Funds, LLC 47,504$2,589,4430.17%
Dynamic Advisor Solutions LLC 26,511$1,445,1150.10%
TIEDEMANN ADVISORS, LLC 34,218$1,865,2230.09%
View complete list of INVESTMENT MANAGERS SER TR I shareholders