Purchases and Sales Made in Q1 2023 in ETF Ser Solutions U S Global J (JETS)
This table provides information about the institutional ownership of ETF Ser Solutions U S Global J (JETS) during Q1 2023. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS U S GLOBAL J.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.5KNew |
$25.5K - $31.6K
|
1.5K
$36.8K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.39K+ 22.83% |
$23.7K - $29.3K
|
7.5K
$184K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.15K+ 6.16% |
$19.5K - $24.2K
|
19.8K
$485K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.06K+ 36.59% |
$17.9K - $22.2K
|
3.94K
$96.5K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 13.32% |
$17K - $21K
|
8.51K
$208K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1KNew |
$17K - $21K
|
1K
$24.5K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
950+ 1.28% |
$16.1K - $20K
|
75K
$1.84M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
910+ 79.48% |
$15.4K - $19.1K
|
2.06K
$50.3K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
862New |
$14.6K - $18.1K
|
862
$21.1K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
755New |
$12.8K - $15.9K
|
755
$18.5K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
754+ 0.34% |
$12.8K - $15.9K
|
225K
$5.5M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
702+ 1.6% |
$11.9K - $14.8K
|
44.6K
$1.09M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
552+ 5.09% |
$9.37K - $11.6K
|
11.4K
$279K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$8.49K - $10.5K
|
500
$12.2K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
477+ 0.46% |
$8.09K - $10K
|
104K
$2.55M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
301New |
$5.11K - $6.33K
|
301
$7.37K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
250New |
$4.24K - $5.26K
|
250
$6.12K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250New |
$4.24K - $5.26K
|
250
$6.12K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
205+ 0.25% |
$3.48K - $4.31K
|
82.1K
$2.01M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$3.39K - $4.21K
|
200
$4.9K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
198New |
$3.36K - $4.17K
|
198
$4.85K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
150+ 0.76% |
$2.55K - $3.16K
|
20K
$489K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
150+ 6.05% |
$2.55K - $3.16K
|
2.63K
$64.4K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
100New |
$1.7K - $2.1K
|
100
$2.45K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
50+ 0.37% |
$849 - $1.05K
|
13.5K
$332K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
37+ 2.25% |
$628 - $778
|
1.69K
$41.3K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20New |
$339 - $421
|
20
$490
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 40.0% |
$33.9 - $42.1
|
7
$171
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10- 71.43% |
$170 - $210
|
4
$98
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-50- 98.04% |
$849 - $1.05K
|
1
$24.5
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 3.92% |
$1.19K - $1.47K
|
1.71K
$42K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-84- 0.56% |
$1.43K - $1.77K
|
15K
$367K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-114- 6.83% |
$1.93K - $2.4K
|
1.56K
$38.1K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-150- 0.75% |
$2.55K - $3.16K
|
19.8K
$485K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 7.07% |
$3.39K - $4.21K
|
2.63K
$64.3K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-209Closed |
$3.55K - $4.4K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-250Closed |
$4.24K - $5.26K
|
0
$0
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-270- 47.37% |
$4.58K - $5.68K
|
300
$7.35K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-290- 34.52% |
$4.92K - $6.1K
|
550
$13.5K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-321- 1.28% |
$5.45K - $6.75K
|
24.7K
$604K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-357- 2.31% |
$6.06K - $7.51K
|
15.1K
$370K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-419- 1.51% |
$7.11K - $8.82K
|
27.4K
$671K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-419- 1.18% |
$7.11K - $8.82K
|
35.2K
$863K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-500- 1.03% |
$8.49K - $10.5K
|
48.1K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-541- 3.33% |
$9.18K - $11.4K
|
15.7K
$385K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-600- 95.24% |
$10.2K - $12.6K
|
30
$735
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-604- 52.2% |
$10.2K - $12.7K
|
553
$13.5K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-779- 5.25% |
$13.2K - $16.4K
|
14.1K
$344K
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-820- 2.64% |
$13.9K - $17.3K
|
30.2K
$740K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-880- 7.42% |
$14.9K - $18.5K
|
11K
$269K
|