Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / AXS CHANGE FINAN
-
Total 13F shares
-
1,145,210
-
Share change
-
+22,622
-
Total reported value
-
$33,065,275
-
Price per share
-
$28.87
-
Number of holders
-
32
-
Value change
-
+$684,829
-
Number of buys
-
14
-
Number of sells
-
16
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q1 2023
As of 31 Mar 2023,
INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,145,210 shares.
The largest 10 holders included
WCG Wealth Advisors LLC, Raymond James Financial Services Advisors, Inc., PFG Investments, LLC, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, Colorado Capital Management, Inc., Cambridge Investment Research Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, IMPACTfolio, LLC, and ADVISOR GROUP HOLDINGS, INC..
This page lists
32
institutional shareholders reporting positions in this security
for the Q1 2023 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.