Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / AXS CHANGE FINAN
-
Total 13F shares
-
980,365
-
Share change
-
+84,090
-
Total reported value
-
$26,583,024
-
Price per share
-
$27.12
-
Number of holders
-
31
-
Value change
-
+$2,333,854
-
Number of buys
-
18
-
Number of sells
-
8
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q4 2022
As of 31 Dec 2022,
INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
980,365 shares.
The largest 10 holders included
WCG Wealth Advisors LLC, Raymond James Financial Services Advisors, Inc., PATHSTONE FAMILY OFFICE, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, ADVISOR GROUP HOLDINGS, INC., Colorado Capital Management, Inc., Stone Asset Management Inc., and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This page lists
31
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.