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

Tradition 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
2024 Q1	–	Sell	-1,614	Closed	-$54K	–	1190
2023 Q4	$54K	Hold	1,614	–	–	0.01%	609
2023 Q3	$48K	Buy	1,614 +212	+15%	+$6.6K	0.01%	616
2023 Q2	$43K	Buy	1,402 +235	+20%	+$6.83K	0.01%	675
2023 Q1	$33K	Hold	1,167	–	–	﹤0.01%	730
2022 Q4	$31K	Buy	1,167 +318	+37%	+$8.97K	﹤0.01%	653
2022 Q3	$22K	Buy	+849	New	+$24.6K	﹤0.01%	734

Other funds holding WOMN

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tradition Wealth Management's WOMN Position: Q1 2024 in Review

Tradition Wealth Management sold out of Impact Shares Womens Empowerment ETF Trading (WOMN) in Q1 2024, closing a stake of 1,614 shares — an estimated $54K sold.

Tradition Wealth Management first reported a position in WOMN in Q3 2022 and held it in 6 quarters. The position peaked at $54K in Q4 2023. 26 funds tracked by Wall St. Rank hold WOMN as of Q1 2024.

Tradition Wealth Management reported no remaining Impact Shares Womens Empowerment ETF Trading position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,614 Impact Shares Womens Empowerment ETF Trading shares in Q1 2024, an estimated $54K.
Tradition Wealth Management first reported a position in Impact Shares Womens Empowerment ETF Trading in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Impact Shares Womens Empowerment ETF Trading position peaked at $54K in Q4 2023.
26 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.