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Impact Shs Tr I shares owned by First Heartland Consultants

Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Impact Shs Tr I by First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $598k 34k 17.39
2025-06-30 $570k 33k 17.13
2025-03-31 $417k 24k 17.15
2024-12-31 $393k 23k 16.89

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Short Trm Bond (BSV)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ishares S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

Top funds holding Impact Shs Tr I

LPL Financial
Orgel Wealth Management
Atria Investments
OneAscent Financial Services
OneAscent Wealth Management
Tolleson Wealth Management
Riverwater Partners
Skyline Advisors
First Heartland Consultants
Integrated Wealth Concepts
Investor's Fiduciary Advisor Network
PFG Investments
First Affirmative Financial Network
RFG Advisory
Verus Capital Partners

View all funds holding Impact Shs Tr I