Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of EA SER TR MOMENTUMSHARES U S Q.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70K+ 98.86% |
$3.89M - $4.85M
|
141K
$9.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.6K+ 179.41% |
$2.25M - $2.81M
|
63.2K
$4.06M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.6K+ 155.27% |
$2.15M - $2.67M
|
63.5K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29KNew |
$1.61M - $2.01M
|
29K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.5K+ 444.32% |
$1.58M - $1.97M
|
34.9K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
22.3KNew |
$1.24M - $1.54M
|
22.3K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
20.1K+ 141.7% |
$1.12M - $1.39M
|
34.4K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.9K+ 23.0% |
$996K - $1.24M
|
96K
$6.16M
|
|
|
May 14, 2025
Q1 2025
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
14.9K+ 12.03% |
$830K - $1.03M
|
139K
$8.93M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12.6K+ 26.75% |
$700K - $872K
|
59.7K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.9KNew |
$550K - $685K
|
9.9K
$635K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.28K+ 5.84% |
$515K - $642K
|
168K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.11K+ 17.63% |
$506K - $631K
|
60.8K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
8.76K+ 7.77% |
$486K - $606K
|
122K
$7.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.69KNew |
$371K - $463K
|
6.69K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.75K+ 1.55% |
$319K - $398K
|
376K
$24.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.54K+ 14.43% |
$308K - $383K
|
43.9K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
5.03K+ 46.25% |
$279K - $348K
|
15.9K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.9KNew |
$272K - $339K
|
4.9K
$315K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.9K+ 116.78% |
$272K - $339K
|
9.09K
$583K
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.79K+ 4.6% |
$211K - $263K
|
86.3K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.89K+ 16.72% |
$160K - $200K
|
20.1K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.22K+ 15.85% |
$123K - $154K
|
16.2K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 42.4% |
$109K - $135K
|
6.57K
$421K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.8K+ 6.18% |
$99.9K - $125K
|
30.9K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.79KNew |
$99.1K - $124K
|
1.79K
$115K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.49K+ 18.91% |
$82.7K - $103K
|
9.37K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.23K+ 27.86% |
$68.3K - $85.1K
|
5.65K
$362K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
858+ 22.38% |
$47.6K - $59.4K
|
4.69K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
784+ 8.41% |
$43.5K - $54.3K
|
10.1K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
497New |
$27.6K - $34.4K
|
497
$31.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
373New |
$20.7K - $25.8K
|
373
$23.9K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
185+ 4.86% |
$10.3K - $12.8K
|
3.99K
$256K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
86+ 330.77% |
$4.77K - $5.95K
|
112
$7.18K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-104- 99.05% |
$5.77K - $7.2K
|
1
$64.2
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.18K- 2.7% |
$65.7K - $81.9K
|
42.6K
$2.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.3K- 15.32% |
$72K - $89.7K
|
7.16K
$459K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.43K- 1.49% |
$79.2K - $98.8K
|
94.6K
$6.07M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.11KClosed |
$228K - $284K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.19K- 35.71% |
$288K - $359K
|
9.34K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12.2K- 43.66% |
$680K - $847K
|
15.8K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-41.4K- 18.2% |
$2.3M - $2.86M
|
186K
$11.9M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-44.9K- 21.88% |
$2.49M - $3.11M
|
160K
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-69.9K- 25.79% |
$3.88M - $4.83M
|
201K
$12.9M
|