Purchases and Sales Made in Q3 2023 in Ea Ser Tr Momentumshares U S Q (QMOM)
This table provides information about the institutional ownership of Ea Ser Tr Momentumshares U S Q (QMOM) during Q3 2023. The information is specifically focused on institutions that hold shares of EA SER TR MOMENTUMSHARES U S Q.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
134KNew |
$5.65M - $6.42M
|
134K
$9.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
31.7K+ 10.64% |
$1.34M - $1.52M
|
330K
$23.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
25.4K+ 15.21% |
$1.07M - $1.22M
|
192K
$13.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
23.6K+ 2311.87% |
$995K - $1.13M
|
24.6K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.72K+ 22.18% |
$368K - $419K
|
48K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.11K+ 9.84% |
$258K - $293K
|
68.2K
$4.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.14K+ 7.15% |
$217K - $247K
|
77K
$5.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.81K+ 12.38% |
$161K - $183K
|
34.6K
$2.46M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.2K+ 3.41% |
$135K - $154K
|
96.9K
$6.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.87K+ 1.72% |
$121K - $138K
|
170K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.31K+ 5.56% |
$55.2K - $62.8K
|
24.8K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.23K+ 2.78% |
$51.7K - $58.8K
|
45.3K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.15K+ 7.23% |
$48.6K - $55.3K
|
17.1K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
734+ 2.16% |
$31K - $35.3K
|
34.7K
$2.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
73New |
$3.08K - $3.51K
|
73
$5.18K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 2.25% |
$1.06K - $1.2K
|
1.14K
$80.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4New |
$169 - $192
|
4
$284
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-10- 0.11% |
$422 - $480
|
9.14K
$648K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-99- 1.16% |
$4.18K - $4.76K
|
8.46K
$600K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-251- 96.91% |
$10.6K - $12.1K
|
8
$568
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-315- 91.3% |
$13.3K - $15.1K
|
30
$2.13K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-350- 1.06% |
$14.8K - $16.8K
|
32.6K
$2.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.12K- 8.36% |
$47.2K - $53.7K
|
12.3K
$869K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-1.87K- 0.46% |
$79K - $89.8K
|
406K
$28.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-3.72K- 31.23% |
$157K - $179K
|
8.19K
$581K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.39K- 30.5% |
$228K - $259K
|
12.3K
$871K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.22K- 52.85% |
$305K - $347K
|
6.44K
$457K
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-42.3K- 26.7% |
$1.79M - $2.03M
|
116K
$8.23M
|