Syverson Strege & Co’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-156	Closed	-$4.4K	–	630
2023 Q1	$4.4K	Buy	156 +1	+0.6%	+$28	﹤0.01%	358
2022 Q4	$4.11K	Buy	155 +11	+8%	+$310	﹤0.01%	235
2022 Q3	$4K	Hold	144	–	–	﹤0.01%	234
2022 Q2	$4K	Buy	144 +1	+0.7%	+$30	﹤0.01%	275
2022 Q1	$5K	Hold	143	–	–	0.01%	246
2021 Q4	$5K	Buy	+143	New	+$5.01K	﹤0.01%	240

Other funds holding WOMN

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CFGS

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Syverson Strege & Co sold out of Impact Shares Womens Empowerment ETF Trading (WOMN) in Q2 2023, closing a stake of 156 shares — an estimated $4.4K sold.

Syverson Strege & Co first reported a position in WOMN in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 22 funds tracked by Wall St. Rank hold WOMN as of Q2 2023.

Syverson Strege & Co reported no remaining Impact Shares Womens Empowerment ETF Trading position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 156 Impact Shares Womens Empowerment ETF Trading shares in Q2 2023, an estimated $4.4K.
Syverson Strege & Co first reported a position in Impact Shares Womens Empowerment ETF Trading in Q4 2021 and held it in 6 quarters.
Syverson Strege & Co's Impact Shares Womens Empowerment ETF Trading position peaked at $5K in Q1 2022.
22 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q2 2023.

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