As of 30 Sep 2025, 1 institutional investors reported holding 179,777 shares of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 179,777 | $4,909,000 | $27.31 | 1 | |
| 2025 Q2 | 179,777 | $4,687,000 | -$40,619,382 | $26.07 | 1 |
| 2025 Q1 | 1,231,657 | $45,358,819 | -$3,279,267 | $36.83 | 30 |
| 2024 Q4 | 1,328,330 | $50,454,227 | -$1,652,326 | $37.97 | 36 |
| 2024 Q3 | 1,293,506 | $49,783,540 | +$4,524,868 | $38.49 | 32 |
| 2024 Q2 | 1,185,240 | $42,854,058 | +$350,995 | $36.16 | 32 |
| 2024 Q1 | 1,174,797 | $43,096,395 | -$10,637,092 | $36.68 | 39 |
| 2023 Q4 | 1,465,289 | $48,677,102 | -$5,347,832 | $33.22 | 35 |
| 2023 Q3 | 1,642,379 | $49,050,703 | +$12,969,254 | $29.60 | 35 |
| 2023 Q2 | 1,217,692 | $38,063,891 | +$2,139,581 | $31.27 | 37 |
| 2023 Q1 | 1,145,210 | $33,065,275 | +$684,829 | $28.87 | 32 |
| 2022 Q4 | 980,365 | $26,583,024 | +$2,333,854 | $27.12 | 31 |
| 2022 Q3 | 897,266 | $22,278,072 | +$705,656 | $24.83 | 27 |
| 2022 Q2 | 862,600 | $22,599,861 | -$1,162,675 | $26.20 | 25 |
| 2022 Q1 | 669,276 | $21,005,554 | +$20,822,561 | $31.39 | 19 |