INVESTMENT MANAGERS SER TR I shareholder history

Current and past INVESTMENT MANAGERS SER TR I shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
PATHSTONE FAMILY OFFICE, LLC 770.00%0.04%0.10%Q1 2022Q3 20237
Cambridge Investment Research Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
First Affirmative Financial Network 770.31%0.40%0.50%Q2 2022Q4 20237
WELLS FARGO & COMPANY/MN 770.00%0.00%0.00%Q1 2022Q3 20237
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
ETFIDEA, LLC 770.11%0.15%0.18%Q1 2022Q3 20237
ROYAL BANK OF CANADA 770.00%0.00%0.00%Q1 2022Q3 20237
Laird Norton Wetherby Wealth Management, LLC 770.02%0.02%0.04%Q1 2022Q3 20237
WCG Wealth Advisors LLC 660.05%0.58%0.82%Q2 2022Q3 20237
Steward Partners Investment Advisory, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Raymond James Financial Services Advisors, Inc. 770.01%0.01%0.01%Q1 2022Q3 20237
Arjuna Capital 770.10%0.21%0.30%Q1 2022Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.00%0.00%Q1 2022Q3 20237
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.02%0.03%0.04%Q1 2022Q3 20237
OSAIC HOLDINGS, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
WEDBUSH SECURITIES INC 660.01%0.01%0.01%Q2 2022Q3 20236
Tower Research Capital LLC (TRC) 420.00%0.01%0.03%Q1 2022Q3 20236
Private Advisor Group, LLC 660.00%0.01%0.03%Q2 2022Q3 20236
LPL Financial LLC 660.00%0.00%0.00%Q2 2022Q3 20236
MORGAN STANLEY 660.00%0.00%0.00%Q2 2022Q3 20236
Financial Architects, Inc 410.05%0.08%0.09%Q1 2022Q2 20235
Colorado Capital Management, Inc. 550.71%1.42%1.90%Q3 2022Q3 20235
Concord Wealth Partners 410.00%0.00%0.01%Q2 2022Q3 20235
PNC FINANCIAL SERVICES GROUP, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
DENVER WEALTH MANAGEMENT, INC. 310.15%0.17%0.24%Q2 2022Q3 20234
IMPACTfolio, LLC 440.83%5.80%10.96%Q1 2023Q4 20234
Sargent Bickham Lagudis LLC 440.01%0.01%0.01%Q1 2022Q4 20224
UBS Group AG 330.00%0.00%0.00%Q1 2023Q3 20233
Citadel Advisors 210.00%0.00%0.00%Q2 2022Q2 20233
Avidian Wealth Solutions, LLC 330.02%0.04%0.04%Q1 2023Q3 20233
PFG Investments, LLC 330.87%0.88%0.89%Q1 2023Q3 20233
American Portfolios Advisors 330.00%0.00%0.00%Q1 2022Q3 20223
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2022Q1 20232
Northwest Capital Management Inc 220.01%0.01%0.02%Q2 2023Q3 20232
SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.00%0.00%0.00%Q4 2022Q1 20232
Laurel Wealth Planning LLC 220.02%0.02%0.02%Q3 2022Q4 20222
MONEY CONCEPTS CAPITAL CORP 110.01%0.02%0.02%Q1 2022Q4 20222
Householder Group Estate & Retirement Specialist, LLC 110.02%0.03%0.04%Q1 2023Q3 20232
MONEYWISE, INC. 220.13%0.13%0.13%Q2 2023Q3 20232
Stone Asset Management Inc. 220.38%0.41%0.43%Q4 2022Q1 20232
CITIGROUP INC 110.00%0.00%0.00%Q4 2022Q2 20232
HighTower Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FMR LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GTS SECURITIES LLC 110.02%0.02%0.02%Q2 2023Q2 20231

This page lists all the filers that currently own INVESTMENT MANAGERS SER TR I or have owned INVESTMENT MANAGERS SER TR I in the past.