HOEY INVESTMENTS, INC - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X628. A total of 47 filers reported holding INVESTMENT MANAGERS SER TR I in Q2 2023. The put-call ratio across all filers is 0.43 and the average weighting 0.1%.

Quarter-by-quarter ownership
HOEY INVESTMENTS, INC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$67,490
+55.4%
1,700
+41.7%
0.02%
+57.1%
Q2 2023$43,416
-9.7%
1,2000.0%0.01%
-26.3%
Q1 2023$48,0961,2000.02%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q2 2023
NameSharesValueWeighting ↓
CROWN ADVISORS MANAGEMENT, INC. 100,000$4,0082.99%
Lake Hills Wealth Management, LLC 38,283$1,534,3831.60%
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 100,000$4,008,0001.45%
Trek Financial, LLC 332,378$13,321,7101.24%
Clayton Partners LLC 30,000$1,202,4001.17%
Sepio Capital, LP 224,970$9,016,8180.83%
Concentric Capital Strategies, LP 40,000$1,603,2000.52%
M.D. Sass, LLC 83,356$3,340,9080.42%
Galibier Capital Management Ltd. 29,000$1,162,3200.28%
M Holdings Securities, Inc. 57,050$2,2930.24%
View complete list of INVESTMENT MANAGERS SER TR I shareholders