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

CUSIP: 46144X107

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / AXS CHANGE FINAN
Total 13F shares
1,328,330
Share change
-43,371
Total reported value
$50,454,227
Price per share
$37.97
Number of holders
36
Value change
-$1,652,325
Number of buys
11
Number of sells
16

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.

Need full ownership history?
Open the full security ownership history page.

Institutional Holders of INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) as of Q4 2024

As of 31 Dec 2024, INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by 36 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,328,330 shares. The largest 10 holders included PFG Investments, LLC, WCG Wealth Advisors LLC, World Investment Advisors, NATURAL INVESTMENTS, LLC, Westfuller Advisors, LLC, Colorado Capital Management, Inc., COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, SEEDS INVESTOR LLC, and Cambridge Investment Research Advisors, Inc.. This page lists 36 institutional shareholders reporting positions in this security for the Q4 2024 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.