Institutional Ownership Investment Managers Ser Tr Ii (NXTE)
This table provides information about the institutional ownership of Investment Managers Ser Tr Ii (NXTE). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 623,913 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
267,835
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
197,325
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 25.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
30,761
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 12.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,269
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 23.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
20,244
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
16,464
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 65.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,056
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,200
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 15.57%
|
|
|
Green Alpha Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
10,943
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,673
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
8,067
shares
|
$0
0.03% of portfolio
|
Q3 2024
Reduced 49.92%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
6,260
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,780
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 44.12%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
35
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 97.92%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|