Purchases and Sales Made in Q2 2025 in ETF Ser Solutions Clearshares (OCIO)
This table provides information about the institutional ownership of ETF Ser Solutions Clearshares (OCIO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.3KNew |
$837K - $963K
|
27.3K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 170.5% |
$640K - $737K
|
33.2K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
285+ 0.9% |
$8.72K - $10K
|
31.8K
$1.18M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200New |
$6.12K - $7.05K
|
200
$7.45K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
69+ 0.99% |
$2.11K - $2.43K
|
7.03K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.18K- 5.44% |
$250K - $288K
|
142K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-14.7K- 51.11% |
$449K - $517K
|
14K
$522K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-23.5K- 75.67% |
$719K - $827K
|
7.55K
$281K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.6K- 71.21% |
$721K - $830K
|
9.52K
$354K
|