IMA Advisory Services’s Impact Shares NAACP Minority Empowerment ETF NACP Stock Holding History

IMA Advisory Services’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 Q1	$239K	Hold	4,952	–	–	0.02%	169
2025 Q4	$244K	Hold	4,952	–	–	0.02%	170
2025 Q3	$236K	Hold	4,952	–	–	0.02%	163
2025 Q2	$217K	Hold	4,952	–	–	0.02%	166
2025 Q1	$197K	Hold	4,952	–	–	0.02%	171
2024 Q4	$202K	Buy	+4,952	New	+$209K	0.02%	168

Other funds holding NACP

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

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

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

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

SSCA

South Shore Capital Advisors Cohasset, Massachusetts $137M AUM

IMA Advisory Services's NACP Position: Q1 2026 in Review

IMA Advisory Services held its Impact Shares NAACP Minority Empowerment ETF (NACP) position steady in Q1 2026 at 4,952 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #169.

IMA Advisory Services first reported a position in NACP in Q4 2024 and has held it in 6 quarters since. The position peaked at $244K in Q4 2025. 47 funds tracked by Wall St. Rank hold NACP as of Q1 2026.

IMA Advisory Services held 4,952 shares of Impact Shares NAACP Minority Empowerment ETF worth $239K as of Q1 2026.
IMA Advisory Services left its Impact Shares NAACP Minority Empowerment ETF share count unchanged in Q1 2026.
Impact Shares NAACP Minority Empowerment ETF made up 0.02% of IMA Advisory Services's portfolio in Q1 2026, its #169 holding.
IMA Advisory Services first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q4 2024 and has held it in 6 quarters since.
IMA Advisory Services's Impact Shares NAACP Minority Empowerment ETF position peaked at $244K in Q4 2025.
47 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.