Concord Wealth Partners - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 26 filers reported holding INVESTMENT MANAGERS SER TR I in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$14,800
-5.3%
5000.0%0.00%0.0%
Q2 2023$15,634
+8.3%
5000.0%0.00%
-25.0%
Q1 2023$14,437
-24.0%
500
-28.6%
0.00%
-33.3%
Q4 2022$18,984
+5.5%
7000.0%0.01%
+20.0%
Q2 2022$18,0007000.01%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q2 2022
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