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 54 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,090
shares
|
$579,760
0.02% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
8,457
shares
|
$539,387
0.09% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
6,815
shares
|
$434,660
0.0% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
5,213
shares
|
$332,485
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
4,843
shares
|
$308,886
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,582
shares
|
$292,239
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
4,140
shares
|
$264,049
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
4,049
shares
|
$258,245
0.05% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
3,861
shares
|
$246,254
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
3,833
shares
|
$244,468
0.0% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
3,795
shares
|
$242,045
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
3,532
shares
|
$225,270
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
878
shares
|
$55,998
0.0% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
860
shares
|
$54,850
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
613
shares
|
$39,097
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
509
shares
|
$32,464
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
475
shares
|
$30,295
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
450
shares
|
$28,701
0.01% of portfolio
|
Q2 2024
Reduced 29.8%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
215
shares
|
$13,712
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
174
shares
|
$11,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
49
shares
|
$3,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
34
shares
|
$2,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
32
shares
|
$2,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
23
shares
|
$1,466
0.0% of portfolio
|
Q2 2024
Added 91.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
4
shares
|
$255
0.0% of portfolio
|
Q1 2024
Reduced 42.86%
|