Purchases and Sales Made in Q1 2025 in ETF Ser Solutions Clearshares (OCIO)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OCIO) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS CLEARSHARES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
371+ 5.63% |
$12.2K - $13.1K
|
6.96K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4+ 0.01% |
$132 - $141
|
31.5K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-346- 1.04% |
$11.4K - $12.2K
|
33.1K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.9K- 17.05% |
$1.02M - $1.09M
|
150K
$5.01M
|