INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,123 | +0.5% | 200 | 0.0% | 0.00% | – |
| Q2 2023 | $5,099 | +1.8% | 200 | 0.0% | 0.00% | – |
| Q1 2023 | $5,010 | -1.3% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $5,075 | +26.9% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 200 | 0.0% | 0.00% | -100.0% |
| Q1 2022 | $6,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 750,640 | $18,813,148 | 7.95% |
| Latitude Advisors, LLC | 77,246 | $1,935,014 | 1.40% |
| BlackDiamond Wealth Management, LLC | 51,683 | $1,279,414 | 1.31% |
| KLR INVESTMENT ADVISORS, LLC | 35,221 | $882,286 | 0.78% |
| Ellis Investment Partners, LLC | 111,414 | $2,790,930 | 0.72% |
| Truadvice, LLC | 16,087 | $401,279 | 0.16% |
| Onyx Bridge Wealth Group LLC | 15,031 | $376,527 | 0.15% |
| RFG Advisory, LLC | 57,583 | $1,442,446 | 0.07% |
| Kingsview Wealth Management, LLC | 24,708 | $618,935 | 0.03% |
| Gladstone Institutional Advisory LLC | 8,375 | $209,794 | 0.01% |