Institutional Ownership Ea Ser Tr Momentumshares U S Q (QMOM)
This table provides information about the institutional ownership of Ea Ser Tr Momentumshares U S Q (QMOM). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 2.4 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
9,721
shares
|
$689,704
0.04% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,090
shares
|
$644,935
0.02% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
8,611
shares
|
$610,950
0.0% of portfolio
|
Q3 2024
Added 123.03%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
8,457
shares
|
$600,024
0.09% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,870
shares
|
$558,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,502
shares
|
$532,266
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,543
shares
|
$393,275
0.0% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,582
shares
|
$325,092
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
4,049
shares
|
$287,276
0.05% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,833
shares
|
$271,951
0.0% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,795
shares
|
$269,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,575
shares
|
$253,646
0.0% of portfolio
|
Q3 2024
Reduced 47.54%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
3,532
shares
|
$250,595
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,313
shares
|
$93,157
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
878
shares
|
$62,294
0.0% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
860
shares
|
$61,017
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
613
shares
|
$43,492
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
509
shares
|
$36,113
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
475
shares
|
$33,701
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
450
shares
|
$31,927
0.01% of portfolio
|
Q2 2024
Reduced 29.8%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
215
shares
|
$15,254
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
86
shares
|
$6,101
0.0% of portfolio
|
Q3 2024
Reduced 50.57%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
49
shares
|
$3,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
34
shares
|
$2,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
32
shares
|
$2,270
0.0% of portfolio
|
Q3 2024
New holding
|