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Impact Shs Tr I shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Impact Shs Tr I by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2026-06-30 $181k 11k 17.27
2025-06-30 $191k 11k 17.16

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View all positions for OneAscent Family Office

Top funds holding Impact Shs Tr I

Allianz Se
OneAscent Financial Services
Natural Investments
Orgel Wealth Management
LPL Financial
OneAscent Wealth Management
Tolleson Wealth Management
Skyline Advisors
Riverwater Partners
True Blue Financial
PFG Investments
RFG Advisory
Mason & Associates
Integrated Wealth Concepts
Wealth Enhancement Advisory Services

View all funds holding Impact Shs Tr I