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Investment Managers SER TR I

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Strategic Financial Planning, Inc.
NEW
Shares68,186
Change+68,186
Value$3.3M
Filed 2026-05-14
Colorado Capital Management, Inc.
CLOSED
Shares0 from 175,755
Change-175,755 (-100%)
Value$0 (-$4.8K)
Filed 2026-04-14
Status
Strategic Financial Planning, Inc.
NEW68,186—+68,186——$3.3M—2026-05-14
Colorado Capital Management, Inc.
CLOSED0175,755-175,755-100%$4.8K$0-$4.8K2026-04-14
Showing 2 of 2 institutions