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Investment Managers Ser Tr I shares owned by PFG Investments

Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by PFG Investments from 13F filings

Historical chart of PFG Investments investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by PFG Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by PFG Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.0M 219k 36.68
2023-09-30 $4.7M 161k 29.60
2023-06-30 $5.0M 159k 31.27
2023-03-31 $4.3M 148k 28.87

More positions owned by PFG Investments

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Dynamic Income SHS (PDI)
Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for PFG Investments

Top funds holding Investment Managers Ser Tr I

IMPACTfolio
WCG Wealth Advisors
PFG Investments
Raymond James Financial Services Advisors
Colorado Capital Management
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Private Advisor
Cambridge Investment Research Advisors
Seeds Investor
Advisor Group Holdings
Susquehanna International
Citadel Advisors
Arjuna Capital

View all funds holding Investment Managers Ser Tr I