Filing Research | INVESTMENT MANAGERS SER TR I Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

1 / 1 loaded

#		Instrument	quantity
1	Client First Investment Management LLC	Shares	6.9KSH	$1.5M

Manager changes2026-06-30 vs 2026-03-31

4 / 4 loaded

#		Instrument
1	Client First Investment Management LLC new	Shares	+6.9K	+$1.5M	$1.5M
2	Activest Wealth Management exited	Shares	0	$0	$0
3	Farther Finance Advisors, LLC exited	Shares	-66	-$925	$0
4	CoreCap Advisors, LLC exited	Shares	-317	-$4.7K	$0

Filing Research | INVESTMENT MANAGERS SER TR I Institutional Holdings