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Impact Shs Tr I shares owned by RFG Advisory

Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) shares owned by RFG Advisory from 13F filings

Historical chart of RFG Advisory investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Impact Shs Tr I by RFG Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 18k 17.39
2025-06-30 $278k 16k 17.13
2025-03-31 $253k 15k 17.15

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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