Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.38KNew |
$20.3K - $26.7K
|
1.38K
$35.6K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.2K+ 10.51% |
$17.6K - $23.1K
|
12.6K
$325K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.06K+ 52950.0% |
$15.6K - $20.5K
|
1.06K
$27.4K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.05K+ 2.11% |
$15.5K - $20.3K
|
50.7K
$1.31M
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
737New |
$10.9K - $14.3K
|
737
$19K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
670New |
$9.88K - $13K
|
670
$17.3K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
534New |
$7.87K - $10.3K
|
534
$13.8K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
421New |
$6.21K - $8.14K
|
421
$10.9K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
300+ 100.0% |
$4.42K - $5.8K
|
600
$15.5K
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
250+ 0.86% |
$3.69K - $4.84K
|
29.3K
$757K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$3.69K - $4.84K
|
250
$6.45K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
180New |
$2.65K - $3.48K
|
180
$4.65K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
115New |
$1.7K - $2.22K
|
115
$2.97K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
93+ 0.5% |
$1.37K - $1.8K
|
18.8K
$484K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 1.19% |
$516 - $677
|
2.98K
$77K
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
14+ 1.94% |
$206 - $271
|
734
$18.9K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5New |
$73.7 - $96.7
|
5
$129
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$29.5 - $38.7
|
2
$51.6
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$14.7 - $19.3
|
10.2K
$263K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5- 0.3% |
$73.7 - $96.7
|
1.69K
$43.5K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-18- 0.56% |
$265 - $348
|
3.2K
$82.5K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29- 22.48% |
$427 - $561
|
100
$2.58K
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-30- 12.3% |
$442 - $580
|
214
$5.52K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-30- 0.2% |
$442 - $580
|
15K
$387K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-50- 0.27% |
$737 - $967
|
18.8K
$485K
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-76- 11.69% |
$1.12K - $1.47K
|
574
$14.8K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-111- 53.11% |
$1.64K - $2.15K
|
98
$2.53K
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-160- 21.0% |
$2.36K - $3.09K
|
602
$15.5K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-178- 2.22% |
$2.62K - $3.44K
|
7.86K
$203K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-200- 3.87% |
$2.95K - $3.87K
|
4.96K
$128K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-200- 8.05% |
$2.95K - $3.87K
|
2.29K
$59K
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-256- 21.77% |
$3.77K - $4.95K
|
920
$23.7K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-312- 7.33% |
$4.6K - $6.03K
|
3.95K
$102K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-345- 15.94% |
$5.09K - $6.67K
|
1.82K
$46.9K
|
|
Feb 12, 2024
Q4 2023
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-399- 0.05% |
$5.88K - $7.72K
|
858K
$22.1M
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-477- 3.95% |
$7.03K - $9.23K
|
11.6K
$299K
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-488- 2.63% |
$7.19K - $9.44K
|
18K
$466K
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-500- 2.6% |
$7.37K - $9.67K
|
18.7K
$483K
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-500- 3.36% |
$7.37K - $9.67K
|
14.4K
$372K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-504- 92.65% |
$7.43K - $9.75K
|
40
$1.03K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-600- 4.1% |
$8.84K - $11.6K
|
14K
$362K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-609- 13.39% |
$8.98K - $11.8K
|
3.94K
$102K
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-627- 1.08% |
$9.24K - $12.1K
|
57.3K
$1.48M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-868- 3.42% |
$12.8K - $16.8K
|
24.5K
$634K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-927- 7.03% |
$13.7K - $17.9K
|
12.3K
$317K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-931- 54.32% |
$13.7K - $18K
|
783
$20.2K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-935- 10.05% |
$13.8K - $18.1K
|
8.37K
$216K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.05K- 4.89% |
$15.5K - $20.3K
|
20.4K
$528K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 7.33% |
$15.8K - $20.8K
|
13.6K
$351K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.11K- 2.37% |
$16.4K - $21.5K
|
45.8K
$1.18M
|