MONEYWISE, INC. - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 38 filers reported holding INVESTMENT MANAGERS SER TR I in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MONEYWISE, INC. ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$203,156
-5.3%
6,8630.0%0.13%
-4.5%
Q2 2023$214,6086,8630.13%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q2 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 513,526$15,200,37010.96%
Colorado Capital Management, Inc. 84,820$2,5101.90%
PFG Investments, LLC 160,462$4,749,6720.89%
WCG Wealth Advisors LLC 224,642$7,0890.52%
First Affirmative Financial Network 11,903$352,3270.34%
ETFIDEA, LLC 13,781$407,9050.17%
DENVER WEALTH MANAGEMENT, INC. 7,721$228,5330.15%
MONEYWISE, INC. 6,863$203,1560.13%
Arjuna Capital 9,814$290,5020.10%
Avidian Wealth Solutions, LLC 19,666$582,1140.04%
View complete list of INVESTMENT MANAGERS SER TR I shareholders