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Impact Shs Tr I shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Impact Shs Tr I by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 21k 17.39
2025-06-30 $314k 18k 17.13
2025-03-31 $243k 14k 17.15

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

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