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Investment Managers SER TR I

Q4 2024 vs Q1 2025

Comparing institutional holders between quarters

Quarters

Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
CPR Investments Inc.
INCREASED
Shares190,626 from 144,121
Change+46,505 (+32%)
Value$4.4M (+$674.8K)
Filed 2025-04-10
Simplex Trading, LLC
INCREASED
Shares668 from 200
Change+468 (+234%)
Value$15 (+$10)
Filed 2025-05-12
UBS Group AG
DECREASED
Shares13 from 131
Change-118 (-90%)
Value$299 (-$3.1K)
Filed 2025-05-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-05-14
Status
CPR Investments Inc.
INCREASED190,626144,121+46,505+32%$3.7M$4.4M+$674.8K2025-04-10
Simplex Trading, LLC
INCREASED668200+468+234%$5$15+$102025-05-12
UBS Group AG
DECREASED13131-118-90%$3.4K$299-$3.1K2025-05-13
Proequities, Inc.
UNCHANGED000—$0$0$02025-05-14
Showing 4 of 4 institutions