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

CUSIP: 46144X107

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / AXS CHANGE FINAN
Total 13F shares
175,755
Share change
-4,022
Total reported value
$4,778,000
Price per share
$27.19
Number of holders
1
Value change
-$109,340
Number of sells
1

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 2025

As of 31 Dec 2025, INVESTMENT MANAGERS SER TR I - AXS CHANGE FINAN (CHGX) was held by 1 institutional shareholder that filed Form 13F with the SEC. Together, they reported ownership of 175,755 shares. The largest 1 holders included Colorado Capital Management, Inc.. This page lists 1 institutional shareholders reporting positions in this security for the Q4 2025 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.