Institutional shares held 31.8 Million
0 calls
0 puts
Total value of holdings $1.62B
$0 calls
$0 puts
# of Institutions 264


Latest Institutional Activity in SLQD

Top Purchases

Q3 2025
Greenup Street Wealth Management LLC Shares Held: 868K ($44.2M)
Q3 2025
Voisard Asset Management Group, Inc. Shares Held: 801K ($40.8M)
Q3 2025
Wiser Wealth Management, Inc Shares Held: 449K ($22.9M)
Q3 2025
Alterna Wealth Management, Inc Shares Held: 156K ($7.95M)
Q3 2025
Whalen Wealth Management Inc. Shares Held: 118K ($6M)

Top Sells

Q3 2025
Farmers & Merchants Investments Inc Shares Held: 988K ($50.3M)
Q3 2025
Seed Wealth Management, Inc. Shares Held: 10.1K ($513K)
Q3 2025
Private Trust CO Na Shares Held: 8.07K ($410K)
Q3 2025
Advisor Net Financial, Inc Shares Held: 4.49K ($229K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 85 ($4.33K)

About SLQD

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