Purchases and Sales Made in Q2 2022 in Two Rds Shared Tr Leadershares (SQEW)
This table provides information about the institutional ownership of Two Rds Shared Tr Leadershares (SQEW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
116K+ 14.39% |
$3.14M - $3.84M
|
922K
$31.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.8K+ 46.88% |
$1.32M - $1.62M
|
153K
$5.22M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.8K+ 7.34% |
$942K - $1.15M
|
509K
$17.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.4K+ 107.05% |
$662K - $809K
|
47.2K
$1.61M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
15.6K+ 18.46% |
$421K - $515K
|
99.8K
$3.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 102.45% |
$334K - $408K
|
24.3K
$831K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.29K+ 23.57% |
$197K - $241K
|
38.2K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.29K+ 23.57% |
$197K - $241K
|
38.2K
$1.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.25KNew |
$196K - $240K
|
7.25K
$248K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.6KNew |
$97.5K - $119K
|
3.6K
$123K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.32K+ 30.54% |
$89.9K - $110K
|
14.2K
$484K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.19K+ 6.36% |
$86.5K - $106K
|
53.4K
$1.82M
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
2.27K+ 8.15% |
$61.4K - $75.1K
|
30.1K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.46K+ 23.85% |
$39.4K - $48.2K
|
7.56K
$258K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.38K+ 9.77% |
$37.5K - $45.8K
|
15.5K
$530K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
845+ 11.26% |
$22.9K - $28K
|
8.35K
$285K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
669+ 26.76% |
$18.1K - $22.2K
|
3.17K
$108K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
16New |
$433 - $530
|
16
$546
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-117Closed |
$3.17K - $3.87K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.76K- 2.85% |
$156K - $191K
|
196K
$6.7M
|