Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of EA SER TR MOMENTUMSHARES U S Q.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
129KNew |
$5.41M - $6.1M
|
129K
$8.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
128K+ 206.04% |
$5.41M - $6.09M
|
191K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
39.5K+ 28.74% |
$1.66M - $1.88M
|
177K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.9K+ 5951.74% |
$1.51M - $1.7M
|
36.5K
$2.33M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.3KNew |
$684K - $771K
|
16.3K
$1.04M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
13.2K+ 5.45% |
$556K - $626K
|
255K
$16.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.53K+ 14.12% |
$359K - $405K
|
68.9K
$4.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
5.75KNew |
$242K - $273K
|
5.75K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.9K+ 11.76% |
$206K - $233K
|
46.6K
$2.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.16K+ 3.92% |
$48.9K - $55.1K
|
30.8K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
613New |
$25.8K - $29.1K
|
613
$39.1K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
588+ 3.44% |
$24.8K - $27.9K
|
17.7K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
366+ 4.71% |
$15.4K - $17.4K
|
8.13K
$518K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
225+ 1.44% |
$9.48K - $10.7K
|
15.8K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
52New |
$2.19K - $2.47K
|
52
$3.32K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
49+ 23.33% |
$2.06K - $2.33K
|
259
$16.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$42.1 - $47.5
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-196- 2.17% |
$8.26K - $9.3K
|
8.84K
$563K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-242- 14.38% |
$10.2K - $11.5K
|
1.44K
$91.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-823- 9.06% |
$34.7K - $39.1K
|
8.26K
$527K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-840- 6.15% |
$35.4K - $39.9K
|
12.8K
$818K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 14.98% |
$55.8K - $62.9K
|
7.52K
$479K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.55K- 1.52% |
$65.3K - $73.6K
|
100K
$6.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-1.8K- 5.92% |
$75.8K - $85.4K
|
28.6K
$1.82M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.51K- 11.25% |
$106K - $119K
|
19.8K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.24K- 8.79% |
$136K - $154K
|
33.6K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.9K- 26.85% |
$164K - $185K
|
10.6K
$677K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.81K- 64.8% |
$371K - $418K
|
4.79K
$305K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.7K- 51.89% |
$660K - $743K
|
14.5K
$926K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-18.5K- 3.89% |
$778K - $877K
|
456K
$29.1M
|