# INVESTMENT MANAGERS SER TR I (BUDX)

> Institutional ownership reported to the SEC as of Q1 2022, from Form 13F filings. Source: https://holderbook.com/stocks/BUDX/

- Reporting holders: 2
- Reported value: $13.0K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $11.0K | 956 | 0.0% | 2 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $2.0K | 175 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2022 | 2 | $13.0K |
| Q4 2021 | 3 | $660.0K |
| Q3 2021 | 1 | $6.0K |