Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / AXS GREEN ALPHA
-
Total 13F shares
-
949,953
-
Share change
-
+75,603
-
Total reported value
-
$27,823,963
-
Price per share
-
$29.29
-
Number of holders
-
9
-
Value change
-
+$2,203,074
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS GREEN ALPHA (NXTE) as of Q4 2022
As of 31 Dec 2022,
INVESTMENT MANAGERS SER TR I - AXS GREEN ALPHA (NXTE) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
949,953 shares.
The largest 9 holders included
Moss Adams Wealth Advisors LLC, TRUIST FINANCIAL CORP, Green Alpha Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, HARBOUR INVESTMENTS, INC., BSW Wealth Partners, Mutual Advisors, LLC, ADVISOR GROUP HOLDINGS, INC., and JPMORGAN CHASE & CO.
This page lists
9
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.