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Concourse Financial Group Securities’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

Concourse Financial Group Securities’s Portfolio WOMN Stock Details WOMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,620
Closed -$183K – 2093
2024
Q4 		$183K Sell
4,620
-195
-4% -$7.67K 0.01% 756
2024
Q3 		$186K Buy
4,815
+170
+4% +$6.3K 0.01% 736
2024
Q2 		$168K Sell
4,645
-272
-6% -$9.6K 0.01% 744
2024
Q1 		$178K Buy
4,917
+194
+4% +$6.75K 0.01% 717
2023
Q4 		$157K Sell
4,723
-1,168
-20% -$36.6K 0.01% 741
2023
Q3 		$177K Buy
5,891
+285
+5% +$8.88K 0.01% 655
2023
Q2 		$172K Sell
5,606
-52
-0.9% -$1.51K 0.01% 690
2023
Q1 		$160K Buy
5,658
+870
+18% +$24.1K 0.01% 717
2022
Q4 		$127K Buy
4,788
+1,226
+34% +$34.6K 0.01% 764
2022
Q3 		$93K Sell
3,562
-575
-14% -$16.7K 0.01% 749
2022
Q2 		$115K Buy
4,137
+258
+7% +$7.77K 0.01% 765
2022
Q1 		$127K Buy
3,879
+129
+3% +$4.22K 0.01% 780
2021
Q4 		$132K Buy
3,750
+901
+32% +$31.6K 0.01% 885
2021
Q3 		$93K Buy
2,849
+786
+38% +$26.6K 0.01% 1029
2021
Q2 		$68K Buy
+2,063
New +$65.8K ﹤0.01% 1166

Other funds holding WOMN

WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Concourse Financial Group Securities's WOMN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Impact Shares Womens Empowerment ETF Trading (WOMN) in Q1 2025, closing a stake of 4,620 shares — an estimated $183K sold.

Concourse Financial Group Securities first reported a position in WOMN in Q2 2021 and held it in 15 quarters. The position peaked at $186K in Q3 2024. 33 funds tracked by Wall St. Rank hold WOMN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Impact Shares Womens Empowerment ETF Trading position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 4,620 Impact Shares Womens Empowerment ETF Trading shares in Q1 2025, an estimated $183K.
  • Concourse Financial Group Securities first reported a position in Impact Shares Womens Empowerment ETF Trading in Q2 2021 and held it in 15 quarters.
  • Concourse Financial Group Securities's Impact Shares Womens Empowerment ETF Trading position peaked at $186K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.