Institutional Ownership Etfis Ser Tr I (AMZA)
This table provides information about the institutional ownership of Etfis Ser Tr I (AMZA). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 906,191 shares, which have been reported (via 13F filing form) to have a value of $37.6 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
5,359
shares
|
$222,291
0.01% of portfolio
|
Q1 2024
New holding
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 15, 2024 Q1 2024 |
5,009
shares
|
$207,773
0.05% of portfolio
|
Q1 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
4,425
shares
|
$183,549
0.0% of portfolio
|
Q1 2024
Reduced 23.59%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
2,642
shares
|
$109,590
0.0% of portfolio
|
Q1 2024
Added 82.33%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
2,420
shares
|
$100,381
0.02% of portfolio
|
Q4 2023
Reduced 5.06%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
2,095
shares
|
$86,900
0.0% of portfolio
|
Q1 2023
Added 331.96%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,050
shares
|
$85,034
0.0% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
1,620
shares
|
$67,197
0.02% of portfolio
|
Q1 2024
Added 36.36%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,356
shares
|
$56,246
0.0% of portfolio
|
Q1 2024
Added 80.32%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
1,262
shares
|
$52,347
0.0% of portfolio
|
Q1 2024
New holding
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
1,198
shares
|
$49,693
0.02% of portfolio
|
Q1 2024
Added 20.64%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
856
shares
|
$35,506
0.0% of portfolio
|
Q1 2024
Reduced 11.39%
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
847
shares
|
$35,133
0.04% of portfolio
|
Q1 2024
Added 8.73%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
May 14, 2024 Q1 2024 |
500
shares
|
$20,740
0.01% of portfolio
|
Q1 2024
New holding
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
400
shares
|
$16,592
0.0% of portfolio
|
Q1 2024
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
305
shares
|
$12,651
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 13, 2024 Q1 2024 |
285
shares
|
$11,821
0.01% of portfolio
|
Q3 2022
Added 0.35%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
192
shares
|
$7,964
0.0% of portfolio
|
Q1 2024
Added 3.23%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
181
shares
|
$7,507
0.0% of portfolio
|
Q1 2023
Reduced 3.21%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
150
shares
|
$6,221
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
120
shares
|
$4,977
0.0% of portfolio
|
Q1 2021
New holding
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
100
shares
|
$4,148
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
99
shares
|
$4,106
0.0% of portfolio
|
Q1 2024
Added 3.13%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
45
shares
|
$1,866
0.0% of portfolio
|
Q4 2023
New holding
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
43
shares
|
$1,783
0.0% of portfolio
|
Q1 2024
Added 4.88%
|