Trek Financial, LLC - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X628. A total of 44 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2022. The put-call ratio across all filers is 0.83 and the average weighting 0.2%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q1 2023$13,321,710
+113.8%
332,378
+230.1%
1.24%
+89.8%
Q3 2022$6,230,000100,6910.66%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q4 2022
NameSharesValueWeighting ↓
CROWN ADVISORS MANAGEMENT, INC. 100,000$6,187,0006.14%
Lake Hills Wealth Management, LLC 37,319$2,309,0002.10%
Trek Financial, LLC 100,691$6,230,0000.66%
Stevard, LLC 10,692$662,0000.62%
Concentric Capital Strategies, LP 26,291$1,627,0000.57%
Insight Advisors, LLC/ PA 18,924$1,171,0000.46%
Samalin Investment Counsel, LLC 8,906$551,0000.40%
TCG Advisory Services, LLC 17,084$1,057,0000.32%
Sovereign Financial Group, Inc. 8,750$541,0000.22%
Cutler Group LLC / CA 50,228$3,107,0000.21%
View complete list of INVESTMENT MANAGERS SER TR I shareholders