Investment Managers Series Trust II - MQQQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Global View Capital Management LLC | History | Reduced | 428,380 | 67,343 | 17.88% | 16.75% | 1 | -66,711 | -13.47% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 195 | 30 | 0.0% | — | 2 | +195 | New | Q1 2026 | Apr 24, 2026 |
| SHP Wealth Management | History | No change | 50 | 7 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,034 | -100.0% | Q1 2026 | May 12, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.07% | — | -2,012 | -100.0% | Q1 2026 | Apr 28, 2026 |