Investment Managers Ser TR IETF
13F holders, Q1 2026 (March 31)1holders
1new positions
1sold out
$48.15avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Investment Managers Ser TR I in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holder was Strategic Financial Planning, Inc. ($3.3M).
- Company
- Investment Managers Ser TR I
- CUSIP
- 46144X107
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3.3M |
| Exits | 1 | $4.8M |
All 13F filers, Q4 2025 → Q1 2026: 68,186 shares bought and 175,755 shares sold, net −107,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Strategic Financial Planning, Inc. | 1.92% | New | 68,186 | $3.3M |
"% of holder's portfolio" is INVESTMENT MANAGERS SER TR I's weight in each manager's 13F, not the share of Investment Managers Ser TR I the manager owns.