QVOY : Institutional Ownership for Q3 All-season Active Rotation Etf

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Q3 All-season Active Rotation Etf (QVOY)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

2,383,588

% of shares held :

26.48%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

412,611

% of shares held change :

4.58%

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

N/A

Last Quarter's Ending Price :

N/A

Last Quarter's Average Price :

N/A

Change from last quarter's

avg. price to the last closing :

(%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	3	31,346	1.32%
	Increased Positions :	5	435,999	18.29%
	Unchanged Positions :	1	0	0%
	Decreased Positions :	3	-4,647	-0.19%
	Closed Positions :	5	-50,087	-2.1%
	Guru Positions :	0		0%

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
HBW Advisory Services LLC	1	-	2024-03-31	1,158,983	$31,843,000	0
Q3 Asset Management	3	-	2024-03-31	1,019,371	$29,966,000	144,994
ATRIA INVESTMENTS LLC	325	-	2023-12-31	163,845	$4,502,000	-2,528
Secure Asset Management LLC		-	2024-03-31	115,965	$3,409,000	16,793
Sawtooth Asset Management Inc.	469	-	2023-12-31	32,546	$894,000	114
Atria Wealth Solutions Inc.	1079	*New	2023-12-31	22,810	$627,000	22,810
GTS SECURITIES LLC	1055	-	2023-12-31	12,372	$340,000	2,183
CoreCap Advisors LLC	487	-	2023-12-31	9,937	$273,000	-2,032
Arete Wealth Advisors LLC	623	*New	2023-12-31	8,454	$232,000	8,454
HARBOUR INVESTMENTS INC.	1702	-	2023-12-31	1,010	$28,000	-87
UBS Group AG	6691	*New	2023-12-31	82	$2,000	82
PROEQUITIES INC.		-	2024-03-31	0	$0	0
AXXCESS WEALTH MANAGEMENT LLC	873	*Closed	2023-12-31	0	$0	-11,214
Orion Portfolio Solutions LLC	1694	*Closed	2023-12-31	0	$0	-7,679
CITADEL ADVISORS LLC	6488	*Closed	2023-12-31	0	$0	-19,074

15 Records found

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