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Cassaday & Co Wealth Management’s Impact Shares NAACP Minority Empowerment ETF NACP Stock Holding History

Cassaday & Co Wealth Management’s Portfolio NACP Stock Details NACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$159K Hold
2,622
– – ﹤0.01% 390
2026
Q1 		$127K Buy
+2,622
New +$132K ﹤0.01% 406

Other funds holding NACP

ZS
Zenith Solutions Philadelphia, Pennsylvania $110M AUM
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cassaday & Co Wealth Management's NACP Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Impact Shares NAACP Minority Empowerment ETF (NACP) position steady in Q2 2026 at 2,622 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Cassaday & Co Wealth Management first reported a position in NACP in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold NACP as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,622 shares of Impact Shares NAACP Minority Empowerment ETF worth $159K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Impact Shares NAACP Minority Empowerment ETF share count unchanged in Q2 2026.
  • Impact Shares NAACP Minority Empowerment ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #390 holding.
  • Cassaday & Co Wealth Management first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.