Purchases and Sales Made in Q1 2024 in ETF Ser Solutions U S Global J (JETS)
This table provides information about the institutional ownership of ETF Ser Solutions U S Global J (JETS) during Q1 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS U S GLOBAL J.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
250New |
$4.39K - $5.25K
|
250
$6.45K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
200+ 1.3% |
$3.51K - $4.2K
|
15.6K
$403K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
101New |
$1.77K - $2.12K
|
101
$2.61K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
85New |
$1.49K - $1.79K
|
85
$2.19K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
70+ 140.0% |
$1.23K - $1.47K
|
120
$3.1K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
60+ 120.0% |
$1.05K - $1.26K
|
110
$2.84K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
56+ 0.92% |
$983 - $1.18K
|
6.15K
$159K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
25+ 2.15% |
$439 - $525
|
1.19K
$30.7K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.46% |
$404 - $483
|
4.99K
$129K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.34% |
$17.6 - $21
|
295
$7.61K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4- 10.0% |
$70.2 - $84
|
36
$929
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-35- 1.17% |
$615 - $735
|
2.95K
$76.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-47- 2.79% |
$825 - $987
|
1.64K
$42.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 1.27% |
$878 - $1.05K
|
3.89K
$100K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-53- 0.41% |
$931 - $1.11K
|
12.9K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-65- 25.49% |
$1.14K - $1.37K
|
190
$4.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-75- 21.55% |
$1.32K - $1.58K
|
273
$7.05K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-250- 0.85% |
$4.39K - $5.25K
|
29.1K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-300- 2.14% |
$5.27K - $6.3K
|
13.7K
$355K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-300- 11.6% |
$5.27K - $6.3K
|
2.29K
$59K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-375- 4.04% |
$6.58K - $7.88K
|
8.92K
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-450- 66.47% |
$7.9K - $9.45K
|
227
$5.86K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-500- 83.33% |
$8.78K - $10.5K
|
100
$2.58K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-600- 2.41% |
$10.5K - $12.6K
|
24.3K
$628K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-715- 9.1% |
$12.6K - $15K
|
7.14K
$184K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-800Closed |
$14K - $16.8K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-825- 4.0% |
$14.5K - $17.3K
|
19.8K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-982- 5.23% |
$17.2K - $20.6K
|
17.8K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.18K- 66.2% |
$20.6K - $24.7K
|
600
$15.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.2K- 20.11% |
$21.1K - $25.2K
|
4.76K
$123K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.44K- 2.64% |
$25.3K - $30.3K
|
53.2K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.59K- 7.78% |
$27.9K - $33.4K
|
18.9K
$487K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.6K- 40.45% |
$28K - $33.5K
|
2.35K
$60.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.6K- 8.51% |
$28.1K - $33.6K
|
17.2K
$444K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2K- 74.87% |
$35.2K - $42.1K
|
672
$17.3K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17K- 7.3% |
$38.1K - $45.5K
|
27.5K
$710K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-2.5K- 55.39% |
$43.9K - $52.6K
|
2.02K
$52K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.87K- 64.39% |
$50.4K - $60.4K
|
1.59K
$41K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3.39K- 27.6% |
$59.5K - $71.1K
|
8.88K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.43K- 3.54% |
$60.2K - $72K
|
93.4K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.52K- 5.31% |
$61.9K - $74K
|
62.9K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.79K- 44.1% |
$66.5K - $79.6K
|
4.8K
$124K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.92K- 20.86% |
$68.8K - $82.3K
|
14.9K
$384K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.03K- 24.01% |
$70.7K - $84.6K
|
12.7K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.91K- 32.75% |
$86.2K - $103K
|
10.1K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5K- 26.18% |
$87.8K - $105K
|
14.1K
$364K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-8.47K- 28.63% |
$149K - $178K
|
21.1K
$545K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-8.49K- 44.61% |
$149K - $178K
|
10.5K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.61K- 14.98% |
$151K - $181K
|
48.9K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.12K- 22.68% |
$160K - $192K
|
31.1K
$802K
|