As of 30 Sep 2025, 9 institutional investors reported holding 41,435 shares of INVESTMENT MANAGERS SER TR I - AXS ESOTERICA NE (WUGI).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 41,435 | $3,723,354 | -$562,682 | $89.87 | 9 |
| 2025 Q2 | 47,702 | $3,883,181 | -$1,951,515 | $81.41 | 10 |
| 2025 Q1 | 71,688 | $4,699,917 | +$478,403 | $65.56 | 11 |
| 2024 Q4 | 63,889 | $4,632,014 | +$1,025,139 | $72.50 | 10 |
| 2024 Q3 | 50,531 | $3,565,566 | +$1,881,173 | $70.55 | 12 |
| 2024 Q2 | 23,914 | $1,664,037 | -$1,648,994 | $69.59 | 11 |
| 2024 Q1 | 50,884 | $3,150,410 | +$347,971 | $61.92 | 10 |
| 2023 Q4 | 46,206 | $2,370,068 | -$785,883 | $51.27 | 9 |
| 2023 Q3 | 63,657 | $2,844,492 | +$1,997,814 | $44.55 | 6 |
| 2023 Q2 | 18,792 | $886,680 | -$1,843,515 | $47.19 | 5 |
| 2023 Q1 | 65,550 | $2,588,161 | +$843,804 | $39.48 | 6 |
| 2022 Q4 | 44,185 | $1,404,459 | +$1,404,459 | $31.79 | 6 |