Institutional Ownership Ea Ser Tr Momentumshares U S Q (QMOM)
This table provides information about the institutional ownership of Ea Ser Tr Momentumshares U S Q (QMOM). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 2.4 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
370,792
shares
|
$24.3 Million
3.8% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
235,590
shares
|
$15.4 Million
1.71% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
205,514
shares
|
$13.5 Million
0.78% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
170,830
shares
|
$11.2 Million
4.5% of portfolio
|
Q2 2023
Reduced 3.5%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
158,318
shares
|
$10.4 Million
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
134,495
shares
|
$8.8 Million
1.7% of portfolio
|
Q3 2024
Reduced 47.46%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
120,912
shares
|
$7.91 Million
0.13% of portfolio
|
Q3 2024
Reduced 13.93%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
120,611
shares
|
$7.89 Million
5.41% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,814
shares
|
$7.06 Million
0.01% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
102,755
shares
|
$6.73 Million
2.93% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
98,274
shares
|
$6.43 Million
0.62% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
85,229
shares
|
$5.58 Million
2.3% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
78,120
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
70,301
shares
|
$4.6 Million
0.85% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
47,367
shares
|
$3.1 Million
0.19% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
46,431
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.89%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
30,352
shares
|
$1.99 Million
0.39% of portfolio
|
Q3 2024
Added 699.79%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
29,140
shares
|
$1.91 Million
1.5% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
25,220
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
16,413
shares
|
$1.07 Million
0.2% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,253
shares
|
$801,958
0.36% of portfolio
|
Q3 2023
Reduced 8.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,486
shares
|
$751,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
11,349
shares
|
$742,792
0.41% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
10,623
shares
|
$695,275
0.23% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
9,912
shares
|
$648,740
0.0% of portfolio
|
Q3 2024
New holding
|