Clearstead Advisors, LLC - IMPACT SHS TR I ownership

IMPACT SHS TR I's ticker is NACP and the CUSIP is 45259A209. A total of 24 filers reported holding IMPACT SHS TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of IMPACT SHS TR I
ValueSharesWeighting
Q3 2023$874,784
+955.8%
28,306
+981.2%
0.02%
+400.0%
Q2 2023$82,857
+8.8%
2,6180.0%0.01%
-16.7%
Q1 2023$76,132
-12.5%
2,618
-21.7%
0.01%
-25.0%
Q3 2022$87,000
-23.0%
3,343
-17.9%
0.01%
-11.1%
Q2 2022$113,000
-16.9%
4,0700.0%0.01%0.0%
Q1 2022$136,000
-6.2%
4,0700.0%0.01%
-10.0%
Q4 2021$145,0004,0700.01%
Other shareholders
IMPACT SHS TR I shareholders Q3 2023
NameSharesValueWeighting ↓
Momentum Advisors, LLC 74,772$1,940,0002.14%
South Shore Capital Advisors 9,450$245,0000.57%
Bradley & Co. Private Wealth Management, LLC 2,320$60,0000.07%
Ameritas Investment Partners, Inc. 11,950$310,0000.01%
Betterment LLC 97,715$2,707,0000.01%
Horan Securities, Inc. 667$17,0000.01%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,558$92,0000.01%
Clearstead Advisors, LLC 3,343$87,0000.01%
Cambridge Investment Research Advisors, Inc. 42,036$1,091,0000.01%
Syverson Strege & Co 301$8,0000.00%
View complete list of IMPACT SHS TR I shareholders