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Investment Managers SER TR I

CUSIP: 46144X107 | 62 institutional holders

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
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Institutional Holders — Q1 2026

Strategic Financial Planning, Inc.68,186
1.9% of portfolio›$3.3M
StyleTurnoverLocationFiled
Strategic Financial Planning, Inc.
68,186$3.3M1.9%ETFVery LowPlano, TX2026-05-14