Purchases and Sales Made in Q4 2021 in ETF Ser Sol Nationwide Nasdaq (NUSI)
This table provides information about the institutional ownership of ETF Ser Sol Nationwide Nasdaq (NUSI) during Q4 2021. The information is specifically focused on institutions that hold shares of ETF SER SOL NATIONWIDE NASDAQ-.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 11.02% |
$71.9K - $77.4K
|
26.7K
$692K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.09K+ 1.89% |
$56.8K - $61.1K
|
113K
$2.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.04K+ 8.44% |
$55.4K - $59.5K
|
26.2K
$679K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.58K+ 20.06% |
$42.9K - $46.2K
|
9.48K
$245K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$40.7K - $43.8K
|
1.5K
$38.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.21KNew |
$32.7K - $35.2K
|
1.21K
$31.3K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
1.19K+ 1.38% |
$32.3K - $34.7K
|
87.2K
$2.26M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.03K+ 2.82% |
$28K - $30.2K
|
37.7K
$978K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
958+ 13.41% |
$26K - $27.9K
|
8.1K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
827+ 5.86% |
$22.4K - $24.1K
|
15K
$387K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
748+ 10.08% |
$20.3K - $21.8K
|
8.17K
$212K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
654+ 2.79% |
$17.7K - $19.1K
|
24.1K
$625K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
608+ 0.52% |
$16.5K - $17.7K
|
118K
$3.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500New |
$13.6K - $14.6K
|
500
$13K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
359+ 4.81% |
$9.74K - $10.5K
|
7.82K
$203K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
300New |
$8.14K - $8.75K
|
300
$7.77K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
258New |
$7K - $7.53K
|
258
$6.68K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
209New |
$5.67K - $6.1K
|
209
$5.42K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
205New |
$5.56K - $5.98K
|
205
$5.31K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
192+ 1.5% |
$5.21K - $5.6K
|
13K
$336K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
180+ 32.14% |
$4.88K - $5.25K
|
740
$19.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
164+ 1.56% |
$4.45K - $4.78K
|
10.7K
$277K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
101New |
$2.74K - $2.95K
|
101
$2.62K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
93+ 0.37% |
$2.52K - $2.71K
|
25.3K
$656K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
28New |
$759 - $817
|
28
$725
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
24+ 0.45% |
$651 - $700
|
5.33K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16New |
$434 - $467
|
16
$415
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 0.67% |
$380 - $408
|
2.1K
$54.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
7+ 1.92% |
$190 - $204
|
372
$9.64K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.99% |
$108 - $117
|
205
$5.31K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-337- 4.33% |
$9.14K - $9.83K
|
7.45K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-454Closed |
$12.3K - $13.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-454- 0.73% |
$12.3K - $13.2K
|
62K
$1.61M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.23K- 3.83% |
$33.5K - $36K
|
31K
$803K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.39KClosed |
$37.7K - $40.5K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-1.53K- 1.98% |
$41.5K - $44.6K
|
75.7K
$1.96M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.82K- 58.27% |
$49.2K - $52.9K
|
1.3K
$33.7K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2K- 16.04% |
$54.2K - $58.3K
|
10.5K
$271K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.33K- 9.65% |
$90.3K - $97.1K
|
31.2K
$807K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.7KClosed |
$318K - $342K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-13.7KClosed |
$370K - $398K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-14K- 19.31% |
$381K - $409K
|
58.6K
$1.52M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.7KClosed |
$427K - $459K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17.6KClosed |
$478K - $514K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-59.5K- 57.52% |
$1.61M - $1.74M
|
44K
$1.14M
|