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
$8.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.6K+ 179.41% |
$2.25M - $2.81M
|
63.2K
$3.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.5K+ 444.32% |
$1.58M - $1.97M
|
34.9K
$2.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
22.3KNew |
$1.24M - $1.54M
|
22.3K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
20.1K+ 141.7% |
$1.12M - $1.39M
|
34.4K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
12.6K+ 26.75% |
$700K - $872K
|
59.7K
$3.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.9KNew |
$550K - $685K
|
9.9K
$583K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.11K+ 17.63% |
$506K - $631K
|
60.8K
$3.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.75K+ 1.55% |
$319K - $398K
|
376K
$22.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
5.54K+ 14.43% |
$308K - $383K
|
43.9K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
5.03K+ 46.25% |
$279K - $348K
|
15.9K
$935K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
4.9K+ 116.78% |
$272K - $339K
|
9.09K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 42.4% |
$109K - $135K
|
6.57K
$386K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.8K+ 6.18% |
$99.9K - $125K
|
30.9K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.79KNew |
$99.1K - $124K
|
1.79K
$105K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.49K+ 18.91% |
$82.7K - $103K
|
9.37K
$551K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.23K+ 27.86% |
$68.3K - $85.1K
|
5.65K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
373New |
$20.7K - $25.8K
|
373
$21.9K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
185+ 4.86% |
$10.3K - $12.8K
|
3.99K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
86+ 330.77% |
$4.77K - $5.95K
|
112
$6.59K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.3K- 15.32% |
$72K - $89.7K
|
7.16K
$421K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.43K- 1.49% |
$79.2K - $98.8K
|
94.6K
$5.56M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12.2K- 43.66% |
$680K - $847K
|
15.8K
$929K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-44.9K- 21.88% |
$2.49M - $3.11M
|
160K
$9.43M
|