INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX)

Historical Holders from Q1 2022 to Q1 2025

Symbol
CHGX
CUSIP
46144X107
Type / Class
Equity / AXS CHANGE FINAN
All holders as of December 31, 2024
Q4 2024
Shares, excl. options
1.33M
Holdings value
$50.5M
% of all portfolios
0.001%
Grand Portfolio weight change
0%
Number of holders
36
Number of buys
11
Number of sells
-16
Average Value change %
0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q1 358K $13.2M -$1.41M $36.83 6
2024 Q4 1.33M $50.5M -$1.65M $37.97 36
2024 Q3 1.29M $49.8M +$4.52M $38.49 32
2024 Q2 1.19M $42.9M +$351K $36.16 32
2024 Q1 1.17M $43.1M -$10.6M $36.68 39
2023 Q4 1.47M $48.7M -$5.35M $33.22 35
2023 Q3 1.64M $49.1M +$13M $29.60 35
2023 Q2 1.22M $38.1M +$2.14M $31.27 37
2023 Q1 1.15M $33.1M +$685K $28.87 32
2022 Q4 980K $26.6M +$2.33M $27.12 31
2022 Q3 897K $22.3M +$706K $24.83 27
2022 Q2 863K $22.6M -$1.16M $26.20 25
2022 Q1 669K $21M +$20.8M $31.39 19