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

Momentum 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
2022 Q4	$1.95M	Sell	73,431 -1,341	-2%	-$37K	1.98%	10
2022 Q3	$1.94M	Buy	74,772 +1,385	+2%	+$40.2K	2.14%	10
2022 Q2	$2.03M	Buy	+73,387	New	+$2.21M	2.29%	10

Other funds holding NACP

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Momentum Advisors's NACP Position: Q4 2022 in Review

Momentum Advisors reduced its Impact Shares NAACP Minority Empowerment ETF (NACP) stake by 1.8% in Q4 2022, selling an estimated $37K and leaving 73,431 shares worth $1.95M. The position accounts for 1.98% of the portfolio, ranked #10.

Momentum Advisors first reported a position in NACP in Q2 2022 and has held it in 3 quarters since. The position peaked at $2.03M in Q2 2022. 23 funds tracked by Wall St. Rank hold NACP as of Q4 2022.

Momentum Advisors held 73,431 shares of Impact Shares NAACP Minority Empowerment ETF worth $1.95M as of Q4 2022.
Momentum Advisors sold 1,341 Impact Shares NAACP Minority Empowerment ETF shares in Q4 2022, an estimated $37K.
Impact Shares NAACP Minority Empowerment ETF made up 1.98% of Momentum Advisors's portfolio in Q4 2022, its #10 holding.
Momentum Advisors first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q2 2022 and has held it in 3 quarters since.
Momentum Advisors's Impact Shares NAACP Minority Empowerment ETF position peaked at $2.03M in Q2 2022.
23 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.