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Smartleaf Asset Management’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

Smartleaf Asset Management’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
2024
Q3 		– Sell
-6
Closed -$216 – 2993
2024
Q2 		$216 Sell
6
-578
-99% -$20.4K ﹤0.01% 2667
2024
Q1 		$21K Sell
584
-1,675
-74% -$58.2K ﹤0.01% 848
2023
Q4 		$75.3K Buy
+2,259
New +$70.8K 0.02% 471

Other funds holding WOMN

WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smartleaf Asset Management's WOMN Position: Q3 2024 in Review

Smartleaf Asset Management sold out of Impact Shares Womens Empowerment ETF Trading (WOMN) in Q3 2024, closing a stake of 6 shares — an estimated $216 sold.

Smartleaf Asset Management first reported a position in WOMN in Q4 2023 and held it in 3 quarters. The position peaked at $75.3K in Q4 2023. 31 funds tracked by Wall St. Rank hold WOMN as of Q3 2024.

  • Smartleaf Asset Management reported no remaining Impact Shares Womens Empowerment ETF Trading position as of Q3 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 6 Impact Shares Womens Empowerment ETF Trading shares in Q3 2024, an estimated $216.
  • Smartleaf Asset Management first reported a position in Impact Shares Womens Empowerment ETF Trading in Q4 2023 and held it in 3 quarters.
  • Smartleaf Asset Management's Impact Shares Womens Empowerment ETF Trading position peaked at $75.3K in Q4 2023.
  • 31 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q3 2024.

Based on Smartleaf Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.