Impact Shs Tr I shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Impact Shs Tr I
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Quarterly reported holdings in Impact Shs Tr I by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.2M | 131k | 17.13 |
| 2025-03-31 | $5.9M | 342k | 17.15 |
| 2024-12-31 | $5.7M | 338k | 16.89 |
| 2024-09-30 | $5.4M | 308k | 17.58 |
| 2024-06-30 | $5.8M | 343k | 16.83 |