Sargent Bickham Lagudis LLC - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 26 filers reported holding INVESTMENT MANAGERS SER TR I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q4 2022$63,000
+8.6%
2,3230.0%0.01%0.0%
Q3 2022$58,000
-4.9%
2,3230.0%0.01%0.0%
Q2 2022$61,000
-12.9%
2,323
+4.3%
0.01%0.0%
Q1 2022$70,0002,2270.01%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q2 2022
NameSharesValueWeighting ↓
WCG Wealth Advisors LLC 365,880$9,591,0000.66%
First Affirmative Financial Network 12,800$335,0000.38%
Arjuna Capital 22,981$602,0000.29%
DENVER WEALTH MANAGEMENT, INC. 8,767$230,0000.24%
ETFIDEA, LLC 11,074$290,1290.14%
PATHSTONE FAMILY OFFICE, LLC 109,552$2,870,2620.06%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11,383$298,0000.02%
Laird Norton Wetherby Wealth Management, LLC 9,594$251,0000.02%
WEDBUSH SECURITIES INC 8,493$223,0000.01%
Raymond James Financial Services Advisors, Inc. 152,781$4,003,0000.01%
View complete list of INVESTMENT MANAGERS SER TR I shareholders