SWM
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Spire Wealth Management’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

Spire Wealth 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
2022
Q1 		– Sell
-4,600
Closed -$162K – 2907
2021
Q4 		$162K Buy
+4,600
New +$161K ﹤0.01% 1188
2021
Q2 		– Sell
-4,600
Closed -$140K – 2995
2021
Q1 		$140K Buy
+4,600
New +$137K ﹤0.01% 1234

Other funds holding WOMN

SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's WOMN Position: Q1 2022 in Review

Spire Wealth Management sold out of Impact Shares Womens Empowerment ETF Trading (WOMN) in Q1 2022, closing a stake of 4,600 shares — an estimated $162K sold.

Spire Wealth Management first reported a position in WOMN in Q1 2021 and held it in 2 quarters. The position peaked at $162K in Q4 2021. 20 funds tracked by Wall St. Rank hold WOMN as of Q1 2022.

  • Spire Wealth Management reported no remaining Impact Shares Womens Empowerment ETF Trading position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 4,600 Impact Shares Womens Empowerment ETF Trading shares in Q1 2022, an estimated $162K.
  • Spire Wealth Management first reported a position in Impact Shares Womens Empowerment ETF Trading in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Impact Shares Womens Empowerment ETF Trading position peaked at $162K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.