Latest Institutional Transactions on Ea Ser Tr Momentumshares U S Q (QMOM)
This table provides information on the latest institutional transactions involving Ea Ser Tr Momentumshares U S Q (QMOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-173- 4.56% |
$11K - $12.4K
|
3.62K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
727+ 4.43% |
$46.3K - $52.2K
|
17.1K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
776+ 14.0% |
$49.4K - $55.8K
|
6.32K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16.5K+ 23.53% |
$1.05M - $1.19M
|
86.8K
$5.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
803+ 157.76% |
$51.1K - $57.7K
|
1.31K
$84.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
17+ 0.48% |
$1.08K - $1.22K
|
3.55K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-10.3K- 8.54% |
$657K - $742K
|
111K
$7.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.57KNew |
$418K - $472K
|
6.57K
$421K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
469New |
$29.8K - $33.7K
|
469
$30.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-190- 1.67% |
$12.1K - $13.7K
|
11.2K
$716K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.08% |
$55.2 - $64.2
|
1.31K
$84.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-88- 50.57% |
$4.85K - $5.65K
|
86
$5.52K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
475New |
$26.2K - $30.5K
|
475
$30.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32New |
$1.76K - $2.06K
|
32
$2.05K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.6K+ 15.7% |
$807K - $940K
|
108K
$6.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5KNew |
$633K - $738K
|
11.5K
$737K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
244+ 2.76% |
$13.5K - $15.7K
|
9.09K
$583K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
49New |
$2.7K - $3.15K
|
49
$3.14K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.14KNew |
$224K - $251K
|
4.14K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
11+ 91.67% |
$596 - $667
|
23
$1.48K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.21KNew |
$282K - $316K
|
5.21K
$334K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.29KNew |
$232K - $260K
|
4.29K
$275K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-191- 29.8% |
$10.4K - $11.6K
|
450
$28.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-344- 7.83% |
$18.6K - $20.8K
|
4.05K
$260K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
224New |
$10.9K - $13.3K
|
224
$14.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-58.9K- 93.15% |
$2.86M - $3.5M
|
4.34K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34New |
$1.65K - $2.02K
|
34
$2.18K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 75.0% |
$121 - $152
|
7
$449
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-8.2K- 63.94% |
$331K - $414K
|
4.63K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$40.3 - $50.5
|
1
$64.2
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
215New |
$8.66K - $10.9K
|
215
$13.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-188- 2.3% |
$7.58K - $9.5K
|
8K
$513K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.87K+ 1.72% |
$121K - $138K
|
170K
$10.9M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-251- 96.91% |
$10.6K - $12.1K
|
8
$513
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.12K- 8.36% |
$47.2K - $53.7K
|
12.3K
$786K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.2K- 3.5% |
$261K - $288K
|
171K
$11M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.96K- 35.8% |
$124K - $137K
|
5.3K
$340K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
158KNew |
$6.66M - $7.36M
|
158K
$10.2M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
613New |
$25.8K - $29.1K
|
613
$39.3K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 14.98% |
$55.8K - $62.9K
|
7.52K
$482K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
4New |
$183 - $205
|
4
$257
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
860New |
$39.3K - $44.1K
|
860
$55.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
409KNew |
$18.7M - $21M
|
409K
$26.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-677- 12.48% |
$30.9K - $34.8K
|
4.75K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
66New |
$3.02K - $3.39K
|
66
$4.23K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
47KNew |
$2.15M - $2.41M
|
47K
$3.02M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.21KNew |
$91.9K - $111K
|
2.21K
$142K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
748New |
$31.5K - $38.1K
|
748
$48K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-10Closed |
$447 - $507
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-125Closed |
$5.88K - $7K
|
0
$0
|
|