Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
167KNew |
$7.02M - $7.75M
|
167K
$10.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
158KNew |
$6.66M - $7.36M
|
158K
$10.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
108K+ 56.37% |
$4.52M - $4.99M
|
298K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
38.4K+ 29.92% |
$1.62M - $1.79M
|
167K
$10.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.6K+ 70.12% |
$1.08M - $1.19M
|
62.1K
$3.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23K+ 141.83% |
$969K - $1.07M
|
39.3K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.9K+ 121.26% |
$542K - $598K
|
23.5K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.87K+ 185.27% |
$373K - $412K
|
13.7K
$871K
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
6.16K+ 107.18% |
$259K - $286K
|
11.9K
$760K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
4.4K+ 15.39% |
$185K - $204K
|
33K
$2.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
BUY
|
- |
4.39KNew |
$185K - $204K
|
4.39K
$280K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.96K+ 4.29% |
$124K - $138K
|
71.9K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.01K+ 139.42% |
$84.5K - $93.3K
|
3.45K
$220K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.02KNew |
$42.9K - $47.3K
|
1.02K
$65K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
427+ 5.25% |
$18K - $19.8K
|
8.56K
$546K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
416+ 1.24% |
$17.5K - $19.3K
|
34K
$2.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
BUY
|
- |
315+ 3.57% |
$13.2K - $14.6K
|
9.15K
$584K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
101+ 0.64% |
$4.25K - $4.69K
|
15.9K
$1.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 2.3% |
$1.05K - $1.16K
|
1.11K
$70.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
12New |
$505 - $558
|
12
$765
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-28- 0.16% |
$1.18K - $1.3K
|
17.7K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2.45K- 5.26% |
$103K - $114K
|
44.1K
$2.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.96K- 35.8% |
$124K - $137K
|
5.3K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.2K- 3.5% |
$261K - $288K
|
171K
$10.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.39K- 32.33% |
$269K - $297K
|
13.4K
$853K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.79K- 6.76% |
$286K - $316K
|
93.7K
$5.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.2K- 97.62% |
$596K - $658K
|
345
$22K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-48.1K- 10.56% |
$2.02M - $2.24M
|
408K
$26M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
SELL
|
- |
-96.9K- 37.96% |
$4.07M - $4.5M
|
158K
$10.1M
|