INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 29 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2 | 0.0% | 68 | -21.8% | 0.00% | 0.0% |
| Q2 2023 | $2 | 0.0% | 87 | +7.4% | 0.00% | 0.0% |
| Q1 2023 | $2 | -50.0% | 81 | -56.9% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.8% | 188 | +89.9% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | -50.0% | 99 | -43.8% | 0.00% | -33.3% |
| Q2 2022 | $4,000 | -20.0% | 176 | +6.7% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | – | 165 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 748,648 | $18,737,549 | 9.04% |
| BlackDiamond Wealth Management, LLC | 46,429 | $1,164,474 | 1.05% |
| Latitude Advisors, LLC | 52,619 | $1,347,857 | 0.96% |
| KLR INVESTMENT ADVISORS, LLC | 35,221 | $882,286 | 0.80% |
| Truadvice, LLC | 33,856 | $857,739 | 0.34% |
| Avestar Capital, LLC | 77,417 | $1,990,423 | 0.28% |
| Ellis Investment Partners, LLC | 38,373 | $982,934 | 0.25% |
| Onyx Bridge Wealth Group LLC | 16,509 | $422,886 | 0.10% |
| RFG Advisory, LLC | 30,237 | $774,546 | 0.04% |
| Sowell Financial Services LLC | 17,627 | $452,000 | 0.03% |