Purchases and Sales Made in Q1 2025 in Uscf ETF Tr Divid Income Fd (UDI)
This table provides information about the institutional ownership of Uscf ETF Tr Divid Income Fd (UDI) during Q1 2025. The information is specifically focused on institutions that hold shares of USCF ETF TR DIVID INCOME FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.44K+ 24.07% |
$126K - $135K
|
22.9K
$664K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
672+ 1.33% |
$19.1K - $20.5K
|
51.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17- 0.16% |
$484 - $518
|
10.7K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.1K- 57.58% |
$317K - $339K
|
8.21K
$238K
|