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Investment Managers SER TR I

CUSIP: 46144X230 | 4 institutional holders

Quarters

Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2025

CPR Investments Inc.190,626
3.9% of portfolio›$4.4M
Simplex Trading, LLC668
0.0% of portfolio›$15
UBS Group AG13
0.0% of portfolio›$299
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
CPR Investments Inc.
190,626$4.4M3.9%ETFHighRochester, MI2025-04-10
Simplex Trading, LLC
668$150.0%GARPVery HighChicago, IL2025-05-12
UBS Group AG
13$2990.0%CoreMediumZurich, Switzerland2025-05-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-05-14