Patriot Financial Group Insurance Agency’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-35	Closed	-$1K	–	1949
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	1963
2022 Q1	$1K	Sell	35 -15	-30%	-$491	﹤0.01%	1993
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	1982
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	1991
2021 Q2	$2K	Buy	50 +35	+233%	+$1.12K	﹤0.01%	1922
2021 Q1	$0	Buy	+15	New	+$448	﹤0.01%	2087

Other funds holding WOMN

SSCA

South Shore Capital Advisors Cohasset, Massachusetts $149M AUM

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFGS

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WOMN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Impact Shares Womens Empowerment ETF Trading (WOMN) in Q3 2022, closing a stake of 35 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in WOMN in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2021. 16 funds tracked by Wall St. Rank hold WOMN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Impact Shares Womens Empowerment ETF Trading position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 35 Impact Shares Womens Empowerment ETF Trading shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Impact Shares Womens Empowerment ETF Trading in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Impact Shares Womens Empowerment ETF Trading position peaked at $2K in Q4 2021.
16 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.