UBS Group AG - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 23 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
UBS Group AG ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$41,216
-35.6%
1,609
-35.9%
0.00%
Q2 2023$64,015
-28.3%
2,511
-29.5%
0.00%
Q1 2023$89,228
+188.2%
3,562
+192.0%
0.00%
Q4 2022$30,964
+138.2%
1,220
+117.9%
0.00%
Q3 2022$13,0005600.00%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q3 2022
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 750,640$18,813,1487.95%
Latitude Advisors, LLC 77,246$1,935,0141.40%
BlackDiamond Wealth Management, LLC 51,683$1,279,4141.31%
KLR INVESTMENT ADVISORS, LLC 35,221$882,2860.78%
Ellis Investment Partners, LLC 111,414$2,790,9300.72%
Truadvice, LLC 16,087$401,2790.16%
Onyx Bridge Wealth Group LLC 15,031$376,5270.15%
RFG Advisory, LLC 57,583$1,442,4460.07%
Kingsview Wealth Management, LLC 24,708$618,9350.03%
Gladstone Institutional Advisory LLC 8,375$209,7940.01%
View complete list of INVESTMENT MANAGERS SER TR I shareholders