Investment Managers Ser Tr Ii PFES

We take great care to ensure that the data presented and summarized in this overview for INVESTMENT MANAGERS SER TR II is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.

Quarterly Institutional Activity in PFES

Shares Bought

Shares Sold

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Top Institutions Holding PFES

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Latest Institutional Activity in PFES

Top Purchases

Q1 2023

Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)

0 Shares purchased

New Holding

Q4 2022

Old Mission Capital LLC Shares Held: 113 ($0)

113 Shares purchased

New Holding

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Top Sells

Q1 2023

Ubs Group Ag Shares Held: 367 ($0)

36 Shares sold

8.93% Reduced

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About PFES

Insider Transactions at PFES

Insider Transaction List

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Date	Insider	Transaction	Ownership Type	Shares Traded	Value / Price

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Last 12 Months Summary

Buy / Acquisition

0 Shares

From 0 Insiders

Sell / Disposition

0 Shares

From 0 Insiders

Institutional Portfolio Updates

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Value

Insider Trading

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Operation