Purchases and Sales Made in Q1 2022 in Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW) during Q1 2022. The information is specifically focused on institutions that hold shares of TWO RDS SHARED TR LEADERSHARES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
84.3KNew |
$2.54M - $2.97M
|
84.3K
$2.88M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.8K+ 12.28% |
$1.56M - $1.83M
|
474K
$16.2M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
30.9KNew |
$933K - $1.09M
|
30.9K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
30.3K+ 3.91% |
$915K - $1.07M
|
806K
$27.5M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.8KNew |
$688K - $805K
|
22.8K
$779K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 18.39% |
$487K - $570K
|
104K
$3.55M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$363K - $424K
|
12K
$410K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.6K+ 26.82% |
$320K - $374K
|
50.2K
$1.71M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.85K+ 4.58% |
$267K - $312K
|
202K
$6.89M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.83K+ 86.72% |
$85.4K - $99.9K
|
6.1K
$208K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.5KNew |
$75.4K - $88.2K
|
2.5K
$85.3K
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
1.16K+ 4.33% |
$34.8K - $40.7K
|
27.8K
$949K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
469+ 6.66% |
$14.1K - $16.5K
|
7.51K
$256K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14New |
$422 - $494
|
14
$478
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.01KClosed |
$30.4K - $35.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-6.82KClosed |
$206K - $240K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-7.76KClosed |
$234K - $274K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-10K- 47.46% |
$302K - $353K
|
11.1K
$378K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.3K- 25.03% |
$312K - $364K
|
30.9K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-11.6K- 51.62% |
$350K - $409K
|
10.9K
$371K
|