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 50 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Almanack Investment Partners, Llc.
Wayne, PA |
Aug 09, 2024 Q2 2024 |
8,457
shares
|
$513,001
0.05% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
6,815
shares
|
$413,397
0.0% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
5,213
shares
|
$316,220
0.01% of portfolio
|
Q2 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
4,843
shares
|
$293,776
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
4,288
shares
|
$260,110
0.01% of portfolio
|
Q2 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
4,140
shares
|
$251,132
0.0% of portfolio
|
Q2 2024
New holding
|
|
Well Done, LLC
|
Jul 18, 2024 Q2 2024 |
4,049
shares
|
$245,612
0.05% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
3,861
shares
|
$234,208
0.01% of portfolio
|
Q2 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
3,833
shares
|
$232,509
0.0% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
3,795
shares
|
$230,204
0.06% of portfolio
|
Q2 2024
New holding
|
|
Hudock, Inc.
|
Aug 02, 2024 Q2 2024 |
3,532
shares
|
$214,251
0.04% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
878
shares
|
$53,259
0.0% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
860
shares
|
$52,167
0.0% of portfolio
|
Q4 2022
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
613
shares
|
$37,184
0.0% of portfolio
|
Q1 2023
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
505
shares
|
$30,633
0.02% of portfolio
|
Q4 2023
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
450
shares
|
$27,297
0.01% of portfolio
|
Q2 2024
Reduced 29.8%
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
215
shares
|
$13,041
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
174
shares
|
$10,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
34
shares
|
$2,062
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
23
shares
|
$1,395
0.0% of portfolio
|
Q2 2024
Added 91.67%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
4
shares
|
$242
0.0% of portfolio
|
Q1 2024
Reduced 42.86%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4
shares
|
$242
0.0% of portfolio
|
Q4 2022
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2
shares
|
$121
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$60
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|