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Impact Shs Tr I shares owned by Orgel Wealth Management

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

Historical chart of Orgel 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 Orgel 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 Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 283k 17.39
2025-06-30 $4.6M 271k 17.13
2025-03-31 $734k 43k 17.15

More positions owned by Orgel Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Orgel 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