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Impact Shs Tr I shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent 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 OneAscent 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 OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 72k 17.39
2025-06-30 $609k 36k 17.12
2025-03-31 $240k 14k 17.16
2024-12-31 $336k 20k 16.90
2024-09-30 $401k 23k 17.58
2024-06-30 $281k 17k 16.80
2024-03-31 $622k 36k 17.07

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Small (OASC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Expanded Tech (IGV)
Vaneck Etf Trust Clo Etf (CLOI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Southern Company (SO)
Ea Series Trust Tbg Dividend Foc (TBG)

View all positions for OneAscent Wealth Management

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