Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 132.64% |
$618K - $691K
|
20K
$1.27M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
11.1K+ 5.15% |
$603K - $675K
|
228K
$14.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.6K+ 21.94% |
$572K - $640K
|
58.7K
$3.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10.1KNew |
$545K - $610K
|
10.1K
$642K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.93K+ 2.46% |
$484K - $541K
|
371K
$23.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
7.1K+ 6.61% |
$385K - $430K
|
115K
$7.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.08K+ 2.84% |
$384K - $429K
|
256K
$16.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.21KNew |
$282K - $316K
|
5.21K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.84KNew |
$262K - $293K
|
4.84K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.29KNew |
$232K - $260K
|
4.29K
$273K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.14KNew |
$224K - $251K
|
4.14K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.13K+ 6.55% |
$224K - $250K
|
67.2K
$4.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.98K+ 4.23% |
$216K - $241K
|
98.2K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.86KNew |
$209K - $234K
|
3.86K
$246K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.85K+ 45.0% |
$209K - $233K
|
12.4K
$791K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.8KNew |
$206K - $230K
|
3.8K
$242K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.13K+ 3.47% |
$170K - $190K
|
93.2K
$5.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.96K+ 3.94% |
$160K - $179K
|
78K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.37K+ 5.55% |
$128K - $144K
|
45K
$2.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.75K+ 17.58% |
$94.6K - $106K
|
11.7K
$745K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
914+ 11.52% |
$49.5K - $55.4K
|
8.85K
$564K
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
BUY
|
- |
783+ 8.71% |
$42.4K - $47.4K
|
9.77K
$623K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
780+ 0.94% |
$42.3K - $47.3K
|
83.3K
$5.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
581+ 3.96% |
$31.5K - $35.2K
|
15.3K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
174New |
$9.43K - $10.5K
|
174
$11.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
11+ 91.67% |
$596 - $667
|
23
$1.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2New |
$108 - $121
|
2
$128
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.23% |
$108 - $121
|
878
$56K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-143- 3.6% |
$7.75K - $8.67K
|
3.83K
$244K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-191- 29.8% |
$10.4K - $11.6K
|
450
$28.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-344- 7.83% |
$18.6K - $20.8K
|
4.05K
$258K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.57K- 1.64% |
$85K - $95K
|
94.3K
$6.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.63K- 19.31% |
$88.4K - $98.8K
|
6.82K
$435K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.76K- 6.33% |
$95.5K - $107K
|
26.1K
$1.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-3.77K- 1.8% |
$204K - $228K
|
205K
$13.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-22.1K- 13.59% |
$1.2M - $1.34M
|
140K
$8.96M
|