Institutional Ownership Investment Managers Ser Tr Ii (CHGX)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (CHGX). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 281,580 shares, which have been reported (via 13F filing form) to have a value of $7.41 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
179,777
shares
|
$4.73 Million
2.01% of portfolio
|
Q2 2025
Added 364.38%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,425
shares
|
$852,777
0.34% of portfolio
|
Q1 2025
Reduced 12.64%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
17,112
shares
|
$450,045
0.08% of portfolio
|
Q2 2023
Reduced 9.93%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
16,058
shares
|
$422,325
0.2% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,145
shares
|
$345,713
0.0% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
10,854
shares
|
$285,460
0.25% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
8,337
shares
|
$219,263
0.38% of portfolio
|
Q1 2023
Reduced 67.48%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,323
shares
|
$61,094
0.01% of portfolio
|
Q2 2022
Added 4.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,549
shares
|
$40,738
0.0% of portfolio
|
Q1 2022
Added 4.65%
|