Avalon Investment & Advisory Ea Ser Tr Momentumshares U S Q Transaction History

Avalon Investment & Advisory

$3.56 Billion
Q1 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$22.43 - $36.92 $151,626 - $249,579	-6,760 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$28.85 - $32.16 $195,026 - $217,401	6,760 New	6,760 $212,000

Others Institutions Holding QMOM

# of Institutions

65

Shares Held

2.96M

Call Options Held

0

Put Options Held

0

Revolve Wealth Partners, LLC

370K
Shares

$20.6 Million
2.61% of portfolio
Commonwealth Financial Services, LLC Parkersburg, WV

271K
Shares

$15.1 Million
3.41% of portfolio
Stokes Family Office, LLC

227K
Shares

$12.7 Million
1.62% of portfolio
Empirical Finance, LLC

205K
Shares

$11.4 Million
0.78% of portfolio
Silicon Hills Wealth Management, LLC Austin, TX

171K
Shares

$9.52 Million
4.5% of portfolio

About EA SER TR MOMENTUMSHARES U S Q

Ticker QMOM
Sector ETFs
Industry ETFs

More about QMOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avalon Investment & Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Investment & Advisory with notifications on news.