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

CUSIP: 46144X107

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / AXS CHANGE FINAN
Total 13F shares
980,365
Share change
+84,090
Total reported value
$585,346,701
Price per share
$27.12
Number of holders
31
Value change
+$2,333,854
Number of buys
18
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 Q4 2022

As of 31 Dec 2022, INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by 31 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 980,365 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., LPL Financial LLC, ADVISOR GROUP HOLDINGS, INC., Colorado Capital Management, Inc., Stone Asset Management Inc., and SUSQUEHANNA INTERNATIONAL GROUP, LLP. This page lists 31 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.