INVESTMENT MANAGERS SER TR I - TRADR 2X LONG (UPSX) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q3 2025

Type / Class
Equity / TRADR 2X LONG
Symbol
UPSX
Price per share
$10.88
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
164,973
Total reported value
$2,588,426
% of total 13F portfolios
0%
Share change
+154,773
Value change
+$2,295,321
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 4 institutional investors reported holding 164,973 shares of INVESTMENT MANAGERS SER TR I - TRADR 2X LONG (UPSX).

Institutional Holders of INVESTMENT MANAGERS SER TR I - TRADR 2X LONG (UPSX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 164,973 $2,588,426 +$2,295,321 $15.69 4
2025 Q2 10,200 $311,867 +$311,867 $30.64 4