Purchases and Sales Made in Q2 2025 in Etfis Ser Tr I (AMZA)
This table provides information about the institutional ownership of Etfis Ser Tr I (AMZA) during Q2 2025. The information is specifically focused on institutions that hold shares of ETFIS SER TR I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
27.2K+ 35.08% |
$1.07M - $1.3M
|
105K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.3K+ 29.22% |
$993K - $1.21M
|
112K
$4.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.7KNew |
$732K - $891K
|
18.7K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.79KNew |
$305K - $372K
|
7.79K
$302K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.74KNew |
$264K - $322K
|
6.74K
$261K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.35K+ 2.92% |
$210K - $256K
|
189K
$7.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.96KNew |
$195K - $237K
|
4.96K
$192K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.12K+ 22.24% |
$83.3K - $101K
|
11.7K
$452K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.39K+ 17.16% |
$54.4K - $66.3K
|
9.48K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
949+ 6.0% |
$37.2K - $45.3K
|
16.8K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
602+ 59.25% |
$23.6K - $28.8K
|
1.62K
$62.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
445New |
$17.5K - $21.3K
|
445
$17.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
389+ 77.8% |
$15.3K - $18.6K
|
889
$34.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
332New |
$13K - $15.9K
|
332
$12.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
198+ 0.52% |
$7.77K - $9.46K
|
38.2K
$1.48M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
166+ 1.67% |
$6.51K - $7.93K
|
10.1K
$392K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
140+ 1.35% |
$5.49K - $6.69K
|
10.5K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100New |
$3.92K - $4.78K
|
100
$3.88K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
96+ 16.24% |
$3.77K - $4.59K
|
687
$26.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$3.14K - $3.82K
|
80
$3.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
52+ 1.14% |
$2.04K - $2.48K
|
4.62K
$179K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49+ 4900.0% |
$1.92K - $2.34K
|
50
$1.94K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
25+ 1.54% |
$981 - $1.19K
|
1.65K
$63.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
17+ 0.26% |
$667 - $812
|
6.54K
$253K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$549 - $669
|
14
$543
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 1.96% |
$78.4 - $95.5
|
104
$4.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 1.92% |
$39.2 - $47.8
|
53
$2.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-1- 0.35% |
$39.2 - $47.8
|
284
$11K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-85- 80.95% |
$3.33K - $4.06K
|
20
$775
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-110- 0.26% |
$4.31K - $5.25K
|
42K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-128- 0.48% |
$5.02K - $6.11K
|
26.6K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-184- 0.16% |
$7.22K - $8.79K
|
112K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-185- 19.45% |
$7.26K - $8.84K
|
766
$29.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-217- 2.91% |
$8.51K - $10.4K
|
7.24K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-525- 1.68% |
$20.6K - $25.1K
|
30.7K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-635- 17.45% |
$24.9K - $30.3K
|
3.01K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.6K- 1.96% |
$62.8K - $76.4K
|
79.8K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.64K- 42.57% |
$143K - $174K
|
4.91K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.57K- 89.02% |
$218K - $266K
|
687
$26.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.09K- 9.18% |
$239K - $291K
|
60.3K
$2.34M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.2K- 60.67% |
$634K - $772K
|
10.5K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-45K- 49.62% |
$1.76M - $2.15M
|
45.7K
$1.77M
|