Who owns IMPACT SHS TR I?
- Ticker: OWNS
- CUSIP Number: 74741a106
Tip: Access positions for across all investors
Analyze quarterly positions in Impact Shs Tr I with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Impact Shs Tr I stock
Who bought or sold IMPACT SHS TR I this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 983k | $17M | 4% | Sep 2025 |
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| Orgel Wealth Management | 283k | $4.9M | 5% | Sep 2025 |
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| Atria Investments | 158k | $2.7M | 28% | Sep 2025 |
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| OneAscent Financial Services | 43k | $755k | -84% | Sep 2025 |
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| OneAscent Wealth Management | 72k | $1.2M | 101% | Sep 2025 |
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| Tolleson Wealth Management | 71k | $1.3M | 1% | Sep 2025 |
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| Riverwater Partners | 58k | $1.0M | -1% | Sep 2025 |
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| Skyline Advisors | 35k | $606k | 5% | Sep 2025 |
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| First Heartland Consultants | 34k | $598k | 3% | Sep 2025 |
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| Integrated Wealth Concepts | 21k | $370k | 16% | Sep 2025 |
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| Investor's Fiduciary Advisor Network | 20k | $346k | -1% | Sep 2025 |
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| PFG Investments | 20k | $344k | 3% | Sep 2025 |
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| First Affirmative Financial Network | 20k | $342k | -60% | Sep 2025 |
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| RFG Advisory | 18k | $306k | 9% | Sep 2025 |
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| Verus Capital Partners | 17k | $295k | 100% | Sep 2025 |
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| Merit Financial Group | 14k | $240k | 100% | Sep 2025 |
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| Adviser Investments | 13k | $226k | -20% | Sep 2025 |
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| Dynamic Advisors Solutions | 10k | $174k | 0% | Sep 2025 |
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| Goss Wealth Management | 3.8k | $67k | 1% | Sep 2025 |
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| Geneos Wealth Management | 446.00 | $7.8k | 100% | Sep 2025 |
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| General Re - New England Asset Management | 300.00 | $5.2k | 0% | Sep 2025 |
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| Global Retirement Partners | 171.00 | $3.0k | 0% | Sep 2025 |
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Who sold out of Impact Shs Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| WCG Wealth Advisors | Jun 2025 | 131k | $2.2M |
| Natural Investments | Jun 2025 | 113k | $1.9M |
| Abacus Wealth Partners | Jun 2025 | 25k | $432k |
| Ethic | Jun 2025 | 25k | $435k |
| Flow Traders US | Jun 2025 | 22k | $381k |
| Goldman Sachs Group | Mar 2025 | 18k | $308k |
| OneAscent Family Office | Jun 2025 | 11k | $191k |
| Jane Street | Jun 2025 | 10k | $174k |
| Financial Network Wealth Management | Mar 2025 | 4.0k | $70k |
| National Bank Of Canada /fi/ | Jun 2025 | 1.0k | $17k |