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Impact Partnership Wealth’s Main Thematic Innovation ETF TMAT Stock Holding History

Impact Partnership Wealth’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-90
Closed -$1.22K – 1076
2023
Q3 		$1.22K Buy
+90
New +$1.32K ﹤0.01% 876

Other funds holding TMAT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Impact Partnership Wealth's TMAT Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Main Thematic Innovation ETF (TMAT) in Q4 2023, closing a stake of 90 shares — an estimated $1.22K sold.

Impact Partnership Wealth first reported a position in TMAT in Q3 2023 and held it in 1 quarter. The position peaked at $1.22K in Q3 2023. 27 funds tracked by Wall St. Rank hold TMAT as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Main Thematic Innovation ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 90 Main Thematic Innovation ETF shares in Q4 2023, an estimated $1.22K.
  • Impact Partnership Wealth first reported a position in Main Thematic Innovation ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Main Thematic Innovation ETF position peaked at $1.22K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.