Institutional Ownership ETF Ser Sol Nationwide Nasdaq (NUSI)

NUSI Quotes by TradingView

This table provides information about the institutional ownership of ETF Ser Sol Nationwide Nasdaq (NUSI). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 236,682 shares, which have been reported (via 13F filing form) to have a value of $11.7 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Advisor Group Holdings, Inc.

Phoenix, AZ

 		Feb 07, 2025 Q4 2024
145,242
shares
$7.18 Million 0.01% of portfolio
Q4 2024 Reduced 9.16%
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL

 		Oct 18, 2024 Q3 2024
30,802
shares
$1.52 Million 0.0% of portfolio
Q3 2024 Reduced 10.86%
Chicago Partners Investment Group LLC

Jan 23, 2025 Q4 2024
25,444
shares
$1.26 Million 0.02% of portfolio
Q4 2024 Reduced 0.57%
Buckingham Strategic Wealth, LLC

Clayton, MO

 		Aug 12, 2024 Q2 2024
14,708
shares
$727,310 0.0% of portfolio
Q4 2023 Added 10.52%
Silicon Hills Wealth Management, LLC

Austin, TX

 		Aug 14, 2023 Q2 2023
13,016
shares
$643,641 0.16% of portfolio
Q1 2023 Reduced 26.02%
American Portfolios Advisors

Holbrook, NY

 		Mar 17, 2023 Q3 2022
5,394
shares
$266,733 0.0% of portfolio
Q2 2020 Reduced 47.07%
Fin Trust Capital Advisors, LLC

Oct 11, 2024 Q3 2024
1,076
shares
$53,208 0.0% of portfolio
Q3 2024 New holding
Ahrens Investment Partners LLC

Apr 21, 2023 Q1 2023
1,000
shares
$49,450 0.01% of portfolio
Q1 2023 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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