| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Lake Point Wealth Management | 3 | 1 | 0.00% | 0.96% | 3.76% | Q4 2018 | Q4 2019 | 4 |
| DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
| ORG Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| Financial Gravity Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own Navigator Tactical Fixed Income I or have owned Navigator Tactical Fixed Income I in the past.