Global Retirement Partners, LLC - IMPACT SHS TR I ownership

IMPACT SHS TR I's ticker is and the CUSIP is 45259R103. A total of 12 filers reported holding IMPACT SHS TR I in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of IMPACT SHS TR I
ValueSharesWeighting
Q3 2023$4,288
-6.1%
2670.0%0.00%
Q2 2023$4,566
-2.2%
2670.0%0.00%
Q1 2023$4,670
-55.3%
267
-56.4%
0.00%
-100.0%
Q4 2022$10,446
+4.5%
6120.0%0.00%0.0%
Q3 2022$10,0006120.00%
Other shareholders
IMPACT SHS TR I shareholders Q1 2023
NameSharesValueWeighting ↓
Allianz Investment Management U.S. LLC 1,248,751$20,292,2041.26%
WCG Wealth Advisors LLC 232,858$4,5080.33%
Tolleson Wealth Management, Inc. 33,912$5510.13%
RWA WEALTH PARTNERS, LLC 177,528$2,885,7100.06%
PFG Investments, LLC 10,675$173,5200.03%
LPL Financial LLC 503,448$8,183,5470.01%
NEW ENGLAND ASSET MANAGEMENT INC 300$4,8770.00%
NewEdge Advisors, LLC 2,429$39,4770.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
PRIVATE TRUST CO NA 100$1,6260.00%
View complete list of IMPACT SHS TR I shareholders