INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX)

CUSIP: 46144X107

Q2 2022 13F Holders as of 30 Jun 2022

Type / Class
Equity / AXS CHANGE FINAN
Total 13F shares
862,600
Share change
+8,107
Total reported value
$22,599,861
Price per share
$26.20
Number of holders
25
Value change
+$10,283
Number of buys
16
Number of sells
8

Quarterly Holders Quick Answers

What is CUSIP 46144X107?
CUSIP 46144X107 identifies CHGX - INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN in SEC institutional holdings data.

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Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q2 2022

As of 30 Jun 2022, INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by 25 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 862,600 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., ADVISOR GROUP HOLDINGS, INC., LPL Financial LLC, Arjuna Capital, CITADEL ADVISORS LLC, and Private Advisor Group, LLC. This page lists 25 institutional shareholders reporting positions in this security for the Q2 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.