IMPACT SHS TR I's ticker is WOMN and the CUSIP is 45259A100.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q2 2023 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q1 2023 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q4 2022 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 110 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q4 2021 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | +33.3% | 110 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 110 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 110 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | – | 110 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| South Shore Capital Advisors | 16,450 | $539,000 | 0.98% |
| Fulcrum Equity Management | 72,970 | $2,389,000 | 0.93% |
| Strategic Wealth Partners Group, LLC | 6,288 | $206,000 | 0.04% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 2,849 | $93,000 | 0.01% |
| PATHSTONE FAMILY OFFICE, LLC | 6,528 | $214,000 | 0.01% |
| Bedel Financial Consulting, Inc. | 167 | $5,000 | 0.00% |
| Charter Oak Capital Management, LLC | 150 | $5,000 | 0.00% |
| CIBC Private Wealth Group, LLC | 6,799 | $223,000 | 0.00% |
| OSAIC HOLDINGS, INC. | 7,964 | $261,000 | 0.00% |
| Asset Dedication, LLC | 313 | $10,000 | 0.00% |