PPI — Investment Managers Ser Tr I Institutional Holders · Q3 2026
Who owns Investment Managers Ser Tr I (PPI)? 2 institutions reported holding $3.60M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Puff Wealth Management, LLC ($3.6M), Sound Income Strategies, LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PUFF WEALTH MANAGEMENT, LLC | $3.6M | 179,865 | Added |
| 2 | Sound Income Strategies, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30