Latest Institutional Transactions on Ea Ser Tr Momentumshares U S Q (QMOM)
This table provides information on the latest institutional transactions involving Ea Ser Tr Momentumshares U S Q (QMOM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
553New |
$34.3K - $36.2K
|
553
$35.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.98K+ 3.43% |
$123K - $129K
|
59.6K
$3.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.57K- 66.8% |
$408K - $430K
|
3.27K
$207K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
180New |
$11.2K - $11.8K
|
180
$11.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
17.5K+ 4.31% |
$1.09M - $1.15M
|
424K
$26.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-387- 5.89% |
$24K - $25.3K
|
6.18K
$392K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
349+ 1.73% |
$18.2K - $22.7K
|
20.5K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.5KNew |
$1.38M - $1.72M
|
26.5K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.74KNew |
$247K - $308K
|
4.74K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-6.29K- 14.75% |
$328K - $408K
|
36.3K
$2.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.14KNew |
$372K - $464K
|
7.14K
$453K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-54K- 85.44% |
$2.81M - $3.51M
|
9.2K
$584K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.21KNew |
$272K - $339K
|
5.21K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-97- 86.61% |
$5.05K - $6.3K
|
15
$952
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.16K+ 62.16% |
$321K - $400K
|
16.1K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
285+ 7.04% |
$14.9K - $18.5K
|
4.33K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-9.18K- 41.17% |
$478K - $596K
|
13.1K
$832K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.21KNew |
$167K - $208K
|
3.21K
$204K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
497New |
$27.6K - $34.4K
|
497
$31.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.3K- 15.32% |
$72K - $89.7K
|
7.16K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
373New |
$20.7K - $25.8K
|
373
$23.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.8K+ 6.18% |
$99.9K - $125K
|
30.9K
$1.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.79KNew |
$99.1K - $124K
|
1.79K
$113K
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
852+ 9.61% |
$54.2K - $61.2K
|
9.72K
$617K
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
22.5KNew |
$1.43M - $1.61M
|
22.5K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
750New |
$47.7K - $53.9K
|
750
$47.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-173- 4.56% |
$11K - $12.4K
|
3.62K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
727+ 4.43% |
$46.3K - $52.2K
|
17.1K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
776+ 14.0% |
$49.4K - $55.8K
|
6.32K
$401K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
803+ 157.76% |
$51.1K - $57.7K
|
1.31K
$83.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
17+ 0.48% |
$1.08K - $1.22K
|
3.55K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-10.3K- 8.54% |
$657K - $742K
|
111K
$7.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
469New |
$29.8K - $33.7K
|
469
$29.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-190- 1.67% |
$12.1K - $13.7K
|
11.2K
$708K
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
475New |
$26.2K - $30.5K
|
475
$30.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
32New |
$1.76K - $2.06K
|
32
$2.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.6K+ 15.7% |
$807K - $940K
|
108K
$6.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5KNew |
$633K - $738K
|
11.5K
$729K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
49New |
$2.7K - $3.15K
|
49
$3.11K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
11+ 91.67% |
$596 - $667
|
23
$1.46K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.29KNew |
$232K - $260K
|
4.29K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-191- 29.8% |
$10.4K - $11.6K
|
450
$28.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
224New |
$10.9K - $13.3K
|
224
$14.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-58.9K- 93.15% |
$2.86M - $3.5M
|
4.34K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34New |
$1.65K - $2.02K
|
34
$2.16K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 75.0% |
$121 - $152
|
7
$444
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-8.2K- 63.94% |
$331K - $414K
|
4.63K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$40.3 - $50.5
|
1
$63.5
|
|