DENVER WEALTH MANAGEMENT, INC. - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 36 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
DENVER WEALTH MANAGEMENT, INC. ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$228,533
-1.4%
7,721
+4.2%
0.15%
-8.6%
Q2 2023$231,783
+8.3%
7,4130.0%0.16%
+8.7%
Q1 2023$214,035
-6.9%
7,413
-15.4%
0.15%
-37.9%
Q2 2022$230,0008,7670.24%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q3 2023
NameSharesValueWeighting ↓
WCG Wealth Advisors LLC 365,880$9,591,0000.66%
First Affirmative Financial Network 12,800$335,0000.38%
Arjuna Capital 22,981$602,0000.29%
DENVER WEALTH MANAGEMENT, INC. 8,767$230,0000.24%
ETFIDEA, LLC 11,074$290,1290.14%
PATHSTONE FAMILY OFFICE, LLC 109,552$2,870,2620.06%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11,383$298,0000.02%
Laird Norton Wetherby Wealth Management, LLC 9,594$251,0000.02%
WEDBUSH SECURITIES INC 8,493$223,0000.01%
Raymond James Financial Services Advisors, Inc. 152,781$4,003,0000.01%
View complete list of INVESTMENT MANAGERS SER TR I shareholders