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

CUSIP: 46144X107

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / AXS CHANGE FINAN
Total 13F shares
1,642,379
Share change
+439,991
Total reported value
$49,050,703
Price per share
$29.60
Number of holders
35
Value change
+$12,969,254
Number of buys
14
Number of sells
10

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 Q3 2023

As of 30 Sep 2023, INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by 35 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,642,379 shares. The largest 10 holders included IMPACTfolio, LLC, WCG Wealth Advisors LLC, Raymond James Financial Services Advisors, Inc., PFG Investments, LLC, Colorado Capital Management, Inc., LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, Cambridge Investment Research Advisors, Inc., ENVESTNET ASSET MANAGEMENT INC, and Private Advisor Group, LLC. This page lists 35 institutional shareholders reporting positions in this security for the Q3 2023 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.