Purchases and Sales Made in Q3 2023 in ETF Ser Solutions U S Global J (JETS)
This table provides information about the institutional ownership of ETF Ser Solutions U S Global J (JETS) during Q3 2023. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS U S GLOBAL J.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.2KNew |
$53.9K - $71K
|
3.2K
$84.7K
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.44KNew |
$41K - $54K
|
2.44K
$64.5K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.06KNew |
$34.7K - $45.6K
|
2.06K
$54.5K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.04K+ 5.33% |
$34.4K - $45.2K
|
40.3K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.57K+ 146.69% |
$26.5K - $34.8K
|
2.64K
$70K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.35K+ 50.96% |
$22.7K - $29.9K
|
4K
$106K
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
952+ 4.26% |
$16K - $21.1K
|
23.3K
$617K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
706+ 39.69% |
$11.9K - $15.7K
|
2.49K
$65.8K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
650New |
$11K - $14.4K
|
650
$17.2K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
569+ 4.51% |
$9.59K - $12.6K
|
13.2K
$349K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
463+ 5.24% |
$7.8K - $10.3K
|
9.3K
$246K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
375+ 2.38% |
$6.32K - $8.32K
|
16.1K
$427K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
305+ 2.53% |
$5.14K - $6.76K
|
12.4K
$327K
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
300+ 42.86% |
$5.06K - $6.65K
|
1K
$26.5K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
275+ 45.38% |
$4.63K - $6.1K
|
881
$23.3K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
266New |
$4.48K - $5.9K
|
266
$7.04K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
260+ 51.79% |
$4.38K - $5.77K
|
762
$20.2K
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
244New |
$4.11K - $5.41K
|
244
$6.46K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
207+ 1.83% |
$3.49K - $4.59K
|
11.5K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
111+ 113.27% |
$1.87K - $2.46K
|
209
$5.53K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
100New |
$1.69K - $2.22K
|
100
$2.65K
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
100New |
$1.69K - $2.22K
|
100
$2.65K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
75+ 27.47% |
$1.26K - $1.66K
|
348
$9.22K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
64New |
$1.08K - $1.42K
|
64
$1.69K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 50.0% |
$843 - $1.11K
|
150
$3.97K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45New |
$758 - $998
|
45
$1.19K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
43New |
$725 - $954
|
43
$1.14K
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
30+ 14.02% |
$506 - $665
|
244
$6.46K
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
12New |
$202 - $266
|
12
$318
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.12% |
$67.4 - $88.7
|
3.39K
$89.8K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4- 0.03% |
$67.4 - $88.7
|
15K
$398K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-16- 0.21% |
$270 - $355
|
7.48K
$198K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-46- 0.32% |
$775 - $1.02K
|
14.4K
$382K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-100- 50.0% |
$1.69K - $2.22K
|
100
$2.65K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-142- 4.23% |
$2.39K - $3.15K
|
3.22K
$85.2K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-154- 2.9% |
$2.59K - $3.42K
|
5.16K
$137K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-193- 0.75% |
$3.25K - $4.28K
|
25.4K
$673K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-227- 8.64% |
$3.82K - $5.03K
|
2.4K
$63.6K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-245- 1.01% |
$4.13K - $5.43K
|
24K
$636K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-297- 1.46% |
$5K - $6.59K
|
20.1K
$532K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-450- 2.33% |
$7.58K - $9.98K
|
18.9K
$499K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-450- 20.22% |
$7.58K - $9.98K
|
1.78K
$47K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-500- 50.0% |
$8.43K - $11.1K
|
500
$13.2K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-506- 2.99% |
$8.53K - $11.2K
|
16.4K
$434K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-995- 6.01% |
$16.8K - $22.1K
|
15.6K
$412K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.17K- 0.93% |
$19.7K - $25.9K
|
124K
$3.29M
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.3K- 7.6% |
$21.9K - $28.8K
|
15.8K
$418K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.33K- 3.53% |
$22.3K - $29.4K
|
36.3K
$960K
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.35K- 6.88% |
$22.7K - $29.8K
|
18.2K
$482K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.35K- 6.88% |
$22.7K - $29.8K
|
18.2K
$482K
|