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Impact Shs Tr I shares owned by ICA Group Wealth Management

Quarter-by-quarter ownership of Impact Shs Tr I shares owned by ICA Group Wealth Management from 13F filings

Historical chart of ICA Group Wealth Management investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by ICA Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Impact Shs Tr I by ICA Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.4k 380 16.91

More positions owned by ICA Group Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (FDL)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (XMHQ)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
First Trust MF Closed and MF Open (FVD)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard Value MF Closed and MF Open (VTV)
Nvidia Corp Common Stock (NVDA)
Vanguard Information MF Closed and MF Open (VGT)
First Trust MF Closed and MF Open (BUFR)
First Trust MF Closed and MF Open (RDVY)
First Trust MF Closed and MF Open (FTCS)
Microsoft Corp Common Stock (MSFT)

View all positions for ICA Group Wealth Management

Top funds holding Impact Shs Tr I

LPL Financial
Adviser Investments
Ethic
Abacus Wealth Partners
Atria Investments
Tolleson Wealth Management
OneAscent Financial Services
OneAscent Wealth Management
Jane Street
Verus Capital Partners
PFG Investments
Goss Wealth Management
UBS Group
ICA Group Wealth Management
Global Retirement Partners

View all funds holding Impact Shs Tr I