Institutional shares held 816,841
0 calls
0 puts
Total value of holdings $110M
$0 calls
$0 puts
# of Institutions 54


Latest Institutional Activity in QWLD

Top Purchases

Q2 2025
Aspire Capital Advisors LLC Shares Held: 6.69K ($904K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 711 ($96.1K)
Q2 2025
Willner & Heller, LLC Shares Held: 3.17K ($429K)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 12.7K ($1.71M)
Q1 2025
Raymond James Financial Inc Shares Held: 104K ($14M)

Top Sells

Q2 2025
Ignite Planners, LLC Shares Held: 2.01K ($271K)
Q2 2025
Merit Financial Group, LLC Shares Held: 10.3K ($1.4M)
Q2 2025
Perigon Wealth Management, LLC Shares Held: 4K ($541K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 21.7K ($2.93M)
Q1 2025
Lpl Financial LLC Shares Held: 277K ($37.4M)

About QWLD

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