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Sunrise Financial Services’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

Sunrise Financial Services’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
2026
Q2 		$331K Buy
7,807
+535
+7% +$22.5K 0.2% 46
2026
Q1 		$288K Sell
7,272
-6,532
-47% -$269K 0.2% 46
2025
Q4 		$573K Buy
+13,804
New +$565K 0.43% 28

Other funds holding WOMN

WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
ZS
Zenith Solutions Philadelphia, Pennsylvania $110M AUM
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunrise Financial Services's WOMN Position: Q2 2026 in Review

Sunrise Financial Services increased its Impact Shares Womens Empowerment ETF Trading (WOMN) stake by 7.4% in Q2 2026, buying an estimated $22.5K and bringing the position to 7,807 shares worth $331K. The position accounts for 0.2% of the portfolio, ranked #46.

Sunrise Financial Services first reported a position in WOMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $573K in Q4 2025. 38 funds tracked by Wall St. Rank hold WOMN as of Q2 2026.

  • Sunrise Financial Services held 7,807 shares of Impact Shares Womens Empowerment ETF Trading worth $331K as of Q2 2026.
  • Sunrise Financial Services bought 535 Impact Shares Womens Empowerment ETF Trading shares in Q2 2026, an estimated $22.5K.
  • Impact Shares Womens Empowerment ETF Trading made up 0.2% of Sunrise Financial Services's portfolio in Q2 2026, its #46 holding.
  • Sunrise Financial Services first reported a position in Impact Shares Womens Empowerment ETF Trading in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Impact Shares Womens Empowerment ETF Trading position peaked at $573K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.