Purchases and Sales Made in Q2 2025 in Engine No 1 ETF Tr Transform C (NETZ)
This table provides information about the institutional ownership of Engine No 1 ETF Tr Transform C (NETZ) during Q2 2025. The information is specifically focused on institutions that hold shares of ENGINE NO 1 ETF TR TRANSFORM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-305- 1.73% |
N/A
|
17.3K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-377- 0.65% |
N/A
|
58K
$4.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-466- 10.15% |
N/A
|
4.12K
$307K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-723- 2.77% |
N/A
|
25.4K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-850- 9.63% |
N/A
|
7.98K
$594K
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.32K- 12.18% |
N/A
|
24K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.64K- 30.13% |
N/A
|
8.44K
$628K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.67K- 30.94% |
N/A
|
10.4K
$776K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.29K- 4.5% |
N/A
|
112K
$8.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.83K- 11.12% |
N/A
|
78.6K
$5.85M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-62.8K- 85.44% |
N/A
|
10.7K
$797K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.84M- 43.75% |
N/A
|
2.36M
$176M
|