INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 25 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $429,762 | +10.4% | 16,778 | +9.9% | 0.00% | 0.0% |
Q2 2023 | $389,163 | -69.2% | 15,266 | -69.7% | 0.00% | -50.0% |
Q1 2023 | $1,263,163 | -41.6% | 50,427 | -40.9% | 0.00% | -50.0% |
Q4 2022 | $2,163,000 | +55.9% | 85,272 | +37.8% | 0.00% | +33.3% |
Q3 2022 | $1,387,000 | -13.1% | 61,864 | -9.9% | 0.00% | -25.0% |
Q2 2022 | $1,596,000 | +1118.3% | 68,656 | +1397.4% | 0.00% | – |
Q1 2022 | $131,000 | – | 4,585 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Astoria Portfolio Advisors LLC. | 748,648 | $18,737,549 | 9.04% |
BlackDiamond Wealth Management, LLC | 46,429 | $1,164,474 | 1.05% |
Latitude Advisors, LLC | 52,619 | $1,347,857 | 0.96% |
KLR INVESTMENT ADVISORS, LLC | 35,221 | $882,286 | 0.80% |
Truadvice, LLC | 33,856 | $857,739 | 0.34% |
Avestar Capital, LLC | 77,417 | $1,990,423 | 0.28% |
Ellis Investment Partners, LLC | 38,373 | $982,934 | 0.25% |
Onyx Bridge Wealth Group LLC | 16,509 | $422,886 | 0.10% |
RFG Advisory, LLC | 30,237 | $774,546 | 0.04% |
Sowell Financial Services LLC | 17,627 | $452,000 | 0.03% |