Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
116K+ 86.55% |
$4.66M - $5.85M
|
249K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
115KNew |
$4.65M - $5.82M
|
115K
$7.35M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
82.8KNew |
$3.34M - $4.18M
|
82.8K
$5.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
25.4K+ 7.69% |
$1.02M - $1.28M
|
355K
$22.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.3K+ 31.77% |
$615K - $771K
|
63.3K
$4.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.77K+ 12.68% |
$394K - $494K
|
86.8K
$5.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.56K+ 27.61% |
$385K - $483K
|
44.2K
$2.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.1K+ 13.34% |
$367K - $460K
|
77.3K
$4.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
4.39KNew |
$177K - $222K
|
4.39K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.58K+ 10.3% |
$144K - $181K
|
38.3K
$2.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.13K+ 12.73% |
$126K - $158K
|
27.7K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.74K+ 0.9% |
$70K - $87.8K
|
194K
$12.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
505New |
$20.4K - $25.5K
|
505
$32.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
427+ 2.5% |
$17.2K - $21.6K
|
17.5K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
215New |
$8.66K - $10.9K
|
215
$13.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7New |
$282 - $354
|
7
$446
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$40.3 - $50.5
|
1
$63.8
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$40.3 - $50.5
|
1
$63.8
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 3.33% |
$40.3 - $50.5
|
31
$1.98K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3- 4.11% |
$121 - $152
|
70
$4.46K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-142- 0.31% |
$5.72K - $7.18K
|
45.2K
$2.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-164- 1.79% |
$6.61K - $8.29K
|
8.98K
$572K
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-188- 2.3% |
$7.58K - $9.5K
|
8K
$510K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-268- 23.61% |
$10.8K - $13.5K
|
867
$55.3K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-340- 9.86% |
$13.7K - $17.2K
|
3.11K
$198K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.63K- 2.72% |
$106K - $133K
|
94.3K
$6.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.35K- 35.41% |
$175K - $220K
|
7.93K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-8.2K- 63.94% |
$331K - $414K
|
4.63K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.5K- 58.52% |
$585K - $733K
|
10.3K
$656K
|