Syverson Strege & Co’s Impact Shares NAACP Minority Empowerment ETF NACP Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-311	Closed	-$9.05K	–	415
2023 Q1	$9.05K	Buy	311 +1	+0.3%	+$28	﹤0.01%	264
2022 Q4	$8.23K	Buy	310 +9	+3%	+$248	﹤0.01%	202
2022 Q3	$8K	Buy	301 +1	+0.3%	+$29	﹤0.01%	192
2022 Q2	$8K	Buy	300 +1	+0.3%	+$30	﹤0.01%	236
2022 Q1	$10K	Buy	299 +151	+102%	+$5K	0.01%	195
2021 Q4	$5K	Buy	+148	New	+$5.22K	﹤0.01%	236

Other funds holding NACP

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

Syverson Strege & Co's NACP Position: Q2 2023 in Review

Syverson Strege & Co sold out of Impact Shares NAACP Minority Empowerment ETF (NACP) in Q2 2023, closing a stake of 311 shares — an estimated $9.05K sold.

Syverson Strege & Co first reported a position in NACP in Q4 2021 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 22 funds tracked by Wall St. Rank hold NACP as of Q2 2023.

Syverson Strege & Co reported no remaining Impact Shares NAACP Minority Empowerment ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 311 Impact Shares NAACP Minority Empowerment ETF shares in Q2 2023, an estimated $9.05K.
Syverson Strege & Co first reported a position in Impact Shares NAACP Minority Empowerment ETF in Q4 2021 and held it in 6 quarters.
Syverson Strege & Co's Impact Shares NAACP Minority Empowerment ETF position peaked at $10K in Q1 2022.
22 funds tracked by Wall St. Rank held Impact Shares NAACP Minority Empowerment ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.