Encompass More Asset Management IGLD β€” FIRST TR EXCHANGE-TRADED FD

Ownership history in Encompass More Asset Management  Β·  3 quarters on record

AI Ownership Summary

Encompass More Asset Management reported FIRST TR EXCHANGE-TRADED FD (IGLD) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.11% in 2025 Q4. The latest visible filing shows IGLD at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Encompass More Asset Management's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IGLD was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Encompass More Asset Management held IGLD β€” position size vs. price
% of Fund (quarterly)    IGLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 28,583 +5,443 +23.5% 0.09% $602K 2026-07-14 $20.83
2026 Q1 REDUCED 5.1% -13.0% βœ… 23,140 -1,249 -5.1% 0.10% $591K 2026-04-28 $23.37
2025 Q4 INITIATED β€” β€” β€” 24,389 β€” β€” 0.11% $610K 2026-02-03 $24.98

FAQ About Encompass More Asset Management and IGLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Encompass More Asset Management reported owning IGLD?

Encompass More Asset Management reported IGLD across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported IGLD position in Encompass More Asset Management's portfolio?

The largest reported portfolio weight for IGLD was 0.11% in 2025 Q4.

What is the latest reported IGLD position on this page?

The most recent filing on this page is 2026 Q2, when Encompass More Asset Management reported 28,583 shares, equal to 0.09% of portfolio, with an estimated market value of $602K.

What does the chart on this IGLD ownership page compare?

The chart compares Encompass More Asset Management's quarterly IGLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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