Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.13K- 9.77% |
$16.6K - $21.8K
|
10.4K
$255K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.15K- 8.81% |
$17K - $22.2K
|
11.9K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.17K- 5.26% |
$17.2K - $22.6K
|
21K
$515K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.3K- 29.46% |
$19.1K - $25.1K
|
3.1K
$76K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.3K- 6.48% |
$19.2K - $25.2K
|
18.8K
$460K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.39K- 18.63% |
$20.5K - $27K
|
6.09K
$149K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.41K- 35.33% |
$20.8K - $27.3K
|
2.59K
$63.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.43K- 42.0% |
$21K - $27.6K
|
1.97K
$48.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.44K- 7.89% |
$21.2K - $27.8K
|
16.8K
$411K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.44K- 7.89% |
$21.2K - $27.8K
|
16.8K
$411K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.46K- 19.63% |
$21.5K - $28.2K
|
5.96K
$146K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.77K- 72.33% |
$26.1K - $34.2K
|
677
$16.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.33K- 95.89% |
$34.4K - $45.1K
|
100
$2.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-2.41K- 15.69% |
$35.5K - $46.6K
|
13K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.68K- 11.51% |
$39.5K - $51.8K
|
20.6K
$505K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.9K- 20.08% |
$42.7K - $56K
|
11.5K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.9K- 25.23% |
$42.7K - $56.1K
|
8.59K
$210K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.06K- 24.78% |
$45.1K - $59.2K
|
9.29K
$228K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.41K- 15.19% |
$50.3K - $65.9K
|
19K
$466K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.49K- 21.3% |
$51.5K - $67.6K
|
12.9K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.52K- 12.37% |
$51.9K - $68K
|
24.9K
$610K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.66K- 25.75% |
$53.9K - $70.7K
|
10.5K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.12K- 26.71% |
$60.8K - $79.8K
|
11.3K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.41K- 15.2% |
$94.4K - $124K
|
35.8K
$876K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6.49K- 21.15% |
$95.7K - $126K
|
24.2K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.5K- 16.35% |
$95.8K - $126K
|
33.3K
$815K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.57K- 18.11% |
$96.8K - $127K
|
29.7K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.74K- 94.4% |
$99.4K - $130K
|
400
$9.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.66K- 56.93% |
$128K - $167K
|
6.55K
$160K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.85K- 19.67% |
$145K - $190K
|
40.2K
$984K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.3K- 8.82% |
$152K - $199K
|
106K
$2.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-10.4K- 98.11% |
$153K - $200K
|
200
$4.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 15.08% |
$183K - $239K
|
69.7K
$1.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-12.5K- 24.58% |
$184K - $242K
|
38.3K
$939K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.9K- 30.0% |
$219K - $288K
|
34.7K
$850K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-18.6K- 24.42% |
$274K - $359K
|
57.5K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.4K- 21.95% |
$286K - $375K
|
68.9K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.7K- 25.51% |
$335K - $440K
|
66.4K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-25.4KClosed |
$374K - $491K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.5K- 18.51% |
$376K - $493K
|
112K
$2.75M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-33K- 56.9% |
$486K - $637K
|
25K
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-33K- 56.9% |
$486K - $637K
|
25K
$611K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.9K- 6.74% |
$573K - $752K
|
538K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-48.1K- 33.18% |
$709K - $930K
|
96.8K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-52.5K- 89.4% |
$774K - $1.02M
|
6.22K
$152K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-54.4K- 50.1% |
$802K - $1.05M
|
54.2K
$1.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-85K- 99.97% |
$1.25M - $1.64M
|
27
$661
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-101K- 81.44% |
$1.49M - $1.96M
|
23.1K
$565K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 39.85% |
$1.68M - $2.2M
|
172K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-139K- 45.51% |
$2.04M - $2.68M
|
166K
$4.07M
|