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Impact Shs Tr I shares owned by TrueWealth Financial Partners

Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) shares owned by TrueWealth Financial Partners from 13F filings

Historical chart of TrueWealth Financial Partners investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Impact Shs Tr I by TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $826k 47k 17.46

More positions owned by TrueWealth Financial Partners

Spdr Series Trust State Street Spd (SPIB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPTM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Ishares Tr Esg Msci Kld 400 (DSI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Trust S&P REIT Index Fund (FRI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Financial Partners

Top funds holding Impact Shs Tr I

LPL Financial
OneAscent Financial Services
Orgel Wealth Management
Natural Investments
OneAscent Wealth Management
Tolleson Wealth Management
Riverwater Partners
TrueWealth Financial Partners
Skyline Advisors
Jane Street
RFG Advisory
PFG Investments
Investor's Fiduciary Advisor Network
First Affirmative Financial Network
Verus Capital Partners

View all funds holding Impact Shs Tr I