INVESTMENT MANAGERS SER TR I (BUDX)
Institutional ownership reported to the SEC as of Q1 2022, across 3 quarters.
2
Reporting holders
$13.0K
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $11.0K | 956 | 0.00% | 2q | +33.0%+$2.7K |
| ADVISOR GROUP HOLDINGS, INC. | $2.0K | 175 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2022 | 2 | $13.0K | 1,131 | 0 | 1 | 0 | 0.0% |
| Q4 2021 | 3 | $660.0K | 57,648 | 1 | 0 | 1 | 0.0% |
| Q3 2021 | 1 | $6.0K | 303 | 1 | 0 | 0 | 0.0% |