Investment Managers SER TR I

CUSIP: 46144X149 | 4 institutional holders

Institutional Holders — Q1 2025

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6.1% of portfolio$6.8M

0.7% of portfolio$2.4M

0.0% of portfolio$101

0.0% of portfolio$0

				Style	Turnover	Location	Filed
CPR Investments Inc.	311,241	$6.8M	6.1%	ETF	High	Rochester, MI	2025-04-10
AXS Investments LLC	109,300	$2.4M	0.7%	Growth	Medium	Port Chester, NY	2025-05-09
Simplex Trading, LLC	4,598	$101	0.0%	Core	Very High	Chicago, IL	2025-05-12
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2025-05-14