Impact Partnership Wealth, LLC Reduced Holdings in Q2 2025

Impact Partnership Wealth, LLC

  • $542 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AM
Antero Midstream Corp

Energy
-3.59K
- 21.11%
$15.88 - $18.99 $57K - $68.2K
13.4K $254M
IWR
Ishares Russell Mid Cap ETF

ETFs
-951
- 17.64%
$74.88 - $91.97 $71.2K - $87.5K
4.44K $408M
BRX
Brixmor Property Group Inc.

Real Estate
-1.66K
- 16.08%
N/A
8.68K $226M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-556
- 5.5%
$82.21 - $83.12 $45.7K - $46.2K
9.55K $792M
ADT
Adt Inc.

Industrials
-5.83K
- 21.31%
$7.54 - $8.6 $44K - $50.1K
21.5K $182M
MTB
M&T Bank Corp

Financial Services
-405
- 15.18%
$156.58 - $193.99 $63.4K - $78.6K
2.26K $439M
ALL
Allstate Corp

Financial Services
-58
- 1.59%
$180.53 - $212.64 $10.5K - $12.3K
3.59K $723M
HST
Host Hotels & Resorts, Inc.

Real Estate
-3.72K
- 15.91%
$12.7 - $16.07 $47.2K - $59.7K
19.6K $302M
IWM
Ishares Russell 2000 ETF

ETFs
-227
- 14.46%
$174.82 - $215.79 $39.7K - $49K
1.34K $290M
URTH
Ishares Msci World ETF

ETFs
-330
- 16.38%
$136.3 - $169.38 $45K - $55.9K
1.69K $285M
SNV
Synovus Financial Corp

Financial Services
-887
- 18.1%
$38.27 - $51.75 $33.9K - $45.9K
4.01K $208M
MSM
Msc Industrial Direct CO Inc

Industrials
-459
- 16.2%
$70.15 - $85.48 $32.2K - $39.2K
2.37K $202M
MA
Mastercard Inc

Financial Services
-30
- 6.52%
$479.92 - $590.74 $14.4K - $17.7K
430 $242M
LNG
Cheniere Energy, Inc.

Energy
-191
- 6.3%
$197.25 - $244.33 $37.7K - $46.7K
2.84K $692M
VIRT
Virtu Financial, Inc.

Financial Services
-2.08K
- 16.5%
$32.82 - $44.79 $68.2K - $93K
10.5K $471M
FMAG
Fidelity Covington Tr

ETFs
-1.87K
- 17.24%
$26.36 - $34.31 $49.3K - $64.2K
8.98K $308M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-764
- 13.9%
$50.08 - $63.14 $38.3K - $48.2K
4.73K $299M
GTO
Invesco Actively Managed ETF T

ETFs
-49
- 1.11%
$45.73 - $47.2 $2.24K - $2.31K
4.37K $205M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.07%
$335.24 - $380.78 $670 - $762
2.79K $1.02B
IDEV
Ishares Core Msci Intl Develop

ETFs
-397
- 9.38%
$61.79 - $76.67 $24.5K - $30.4K
3.84K $292M
IWP
Ishares Russell Mid Cap Growth

ETFs
-280
- 13.85%
$104.34 - $138.68 $29.2K - $38.8K
1.74K $241M
Northern Lts Fd Tr Iv
-391
- 5.84%
N/A
6.3K $229M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-187
- 2.14%
$41.56 - $49.04 $7.77K - $9.17K
8.55K $419M
XP
Xp Inc.

Financial Services
-5.08K
- 26.37%
$12.69 - $20.62 $64.5K - $105K
14.2K $287M
EWBC
East West Bancorp Inc

Financial Services
-144
- 3.76%
$71.03 - $101.75 $10.2K - $14.7K
3.69K $372M
WETF
Wisdom Tree Investments, Inc.

Financial Services
-58
- 0.43%
N/A
13.5K $156M
IBM
International Business Machines Corp

Technology
-79
- 5.6%
$221.03 - $294.78 $17.5K - $23.3K
1.33K $393M
VEA
Vanguard Ftse Developed Market

ETFs
-116
- 1.23%
$45.65 - $57.01 $5.3K - $6.61K
9.35K $533M
FIX
Comfort Systems Usa Inc

Industrials
-14
- 1.72%
$296.51 - $536.21 $4.15K - $7.51K
802 $430M
NRG
Nrg Energy, Inc.

Utilities
-820
- 16.24%
$83.61 - $162.67 $68.6K - $133K
4.23K $679M
VST
Vistra Corp.

Utilities
-648
- 13.78%
$98.07 - $195.04 $63.5K - $126K
4.06K $786M
AVGO
Broadcom Inc.

Technology
-785
- 11.15%
$146.29 - $275.65 $115K - $216K
6.26K $1.72B
Activity Summary
Buys All Purchases 199 New Holdings 97 Increased Positions 102 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 3 Puts 0
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