SEC 13F Intelligence

Managers / Q1 2022

Investors Financial Group, LLC

CIK 0001800535 · 9800 SHELARD PKWY, SUITE 220, PLYMOUTH, MN, 55441 · 763-525-0001

Reported Value
$0
Q1 2022
Positions
1
Filings on Record
10
2019–present window
Filed
May 10, 2022
original filing

Summary

Compared with Q4 2021, the fund opened 1 new position and exited 212.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $123MQ4 ’19Q1 ’20: $99MQ2 ’20: $122MQ2 ’20Q3 ’20: $134MQ4 ’20: $151MQ4 ’20Q1 ’21: $171MQ2 ’21: $186MQ2 ’21Q3 ’21: $189MQ4 ’21: $215MQ4 ’21Q1 ’22: $0filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

vs Q4 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
N/ANEW+00+$0$0
VTIVANGUARD INDEX FDSSOLD OUT66.6K0$16M$0
AAPLAPPLE INCSOLD OUT56.4K0$10M$0
MMM3M COSOLD OUT47.8K0$8M$0
SPYSPDR S&P 500 ETF TRSOLD OUT13.6K0$6M$0
QQQINVESCO QQQ TRSOLD OUT12.2K0$5M$0
CTVACORTEVA INCSOLD OUT100.2K0$5M$0
SLVISHARES SILVER TRSOLD OUT209.5K0$5M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2022

1 positions
#IssuerClass% PortfolioValueShares
1N/ACOM$00

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2022$01May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$215M212Jan 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$189M198Oct 21, 202113F-HRchanges · EDGAR ↗
Q2 2021$186M203Jul 29, 202113F-HRchanges · EDGAR ↗
Q1 2021$171M192Apr 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$151M164Jan 19, 202113F-HRchanges · EDGAR ↗
Q3 2020$134M158Oct 14, 202013F-HRchanges · EDGAR ↗
Q2 2020$122M149Jul 10, 202013F-HRchanges · EDGAR ↗
Q1 2020$99M124Apr 9, 202013F-HRchanges · EDGAR ↗
Q4 2019$123M134Jan 27, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.