Crewe Advisors’s Impact Shares NAACP Minority Empowerment ETF NACP Stock Holding History

Crewe Advisors’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
2023 Q4	–	Sell	-500	Closed	-$15.5K	–	598
2023 Q3	$15.5K	Hold	500	–	–	﹤0.01%	214
2023 Q2	$15.8K	Hold	500	–	–	﹤0.01%	361
2023 Q1	$14.5K	Hold	500	–	–	﹤0.01%	486
2022 Q4	$13.3K	Hold	500	–	–	﹤0.01%	495
2022 Q3	$13K	Hold	500	–	–	﹤0.01%	584
2022 Q2	$14K	Hold	500	–	–	﹤0.01%	521
2022 Q1	$17K	Hold	500	–	–	﹤0.01%	310
2021 Q4	$18K	Hold	500	–	–	﹤0.01%	267
2021 Q3	$16K	Hold	500	–	–	﹤0.01%	231
2021 Q2	$16K	Hold	500	–	–	﹤0.01%	235
2021 Q1	$15K	Buy	+500	New	+$14.8K	﹤0.01%	238

Other funds holding NACP

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return

Crewe Advisors's NACP Position: Q4 2023 in Review

Crewe Advisors sold out of Impact Shares NAACP Minority Empowerment ETF (NACP) in Q4 2023, closing a stake of 500 shares — an estimated $15.5K sold.

Crewe Advisors first reported a position in NACP in Q1 2021 and held it in 11 quarters. The position peaked at $18K in Q4 2021. 24 funds tracked by Wall St. Rank hold NACP as of Q4 2023.

Crewe Advisors reported no remaining Impact Shares NAACP Minority Empowerment ETF position as of Q4 2023 after selling out during the quarter.
Crewe Advisors sold 500 Impact Shares NAACP Minority Empowerment ETF shares in Q4 2023, an estimated $15.5K.
Crewe Advisors first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q1 2021 and held it in 11 quarters.
Crewe Advisors's Impact Shares NAACP Minority Empowerment ETF position peaked at $18K in Q4 2021.
24 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.