Purchases and Sales Made in Q2 2025 in Tidal ETF Tr Foliobeyond Risin (RISR)
This table provides information about the institutional ownership of Tidal ETF Tr Foliobeyond Risin (RISR) during Q2 2025. The information is specifically focused on institutions that hold shares of TIDAL ETF TR FOLIOBEYOND RISIN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
248KNew |
$8.93M - $9.32M
|
248K
$9.15M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
233K+ 3779.72% |
$8.38M - $8.74M
|
239K
$8.81M
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
58.3K+ 7.89% |
$2.1M - $2.19M
|
797K
$29.4M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.7K+ 61.59% |
$1.21M - $1.27M
|
88.5K
$3.26M
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
32.1K+ 133.32% |
$1.15M - $1.2M
|
56.1K
$2.07M
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
21.6K+ 184.23% |
$777K - $811K
|
33.3K
$1.23M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
19.5K+ 11.79% |
$701K - $731K
|
185K
$6.81M
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7.63K+ 70.69% |
$274K - $286K
|
18.4K
$679K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.39K+ 9.97% |
$194K - $202K
|
59.5K
$2.19M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.6K+ 541.35% |
$130K - $135K
|
4.27K
$157K
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
1.76K+ 2.13% |
$63.4K - $66.1K
|
84.3K
$3.11M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.12KNew |
$40.3K - $42K
|
1.12K
$41.2K
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.01K+ 5.81% |
$36.3K - $37.8K
|
18.3K
$676K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
800New |
$28.8K - $30K
|
800
$29.5K
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
486+ 2.33% |
$17.5K - $18.2K
|
21.4K
$787K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
281+ 219.53% |
$10.1K - $10.5K
|
409
$15.1K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
272+ 1.39% |
$9.79K - $10.2K
|
19.8K
$730K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
184+ 2.72% |
$6.62K - $6.91K
|
6.96K
$256K
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-242- 3.16% |
$8.71K - $9.08K
|
7.41K
$273K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-300- 12.0% |
$10.8K - $11.3K
|
2.2K
$81.1K
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-3.83K- 2.53% |
$138K - $144K
|
147K
$5.43M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.2K- 28.78% |
$369K - $384K
|
25.3K
$934K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.4K- 34.99% |
$662K - $691K
|
34.2K
$1.26M
|