Who owns 2023 ETF SERIES TRUST II?
- Ticker: QLTY
- CUSIP Number: 90139k100
Tip: Access positions for across all investors
Analyze quarterly positions in 2023 Etf Series Trust Ii with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of 2023 Etf Series Trust Ii stock
Who bought or sold 2023 ETF SERIES TRUST II this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Hanson McClain Advisors | 7.7M | $251M | 3% | Sep 2024 |
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| AIA Group | 5.7M | $186M | 38% | Sep 2024 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.5M | $115M | 539% | Sep 2024 |
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| HighTower Advisors | 1.4M | $43M | 100% | Jun 2024 |
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| Crestwood Advisors | 979k | $32M | 9% | Sep 2024 |
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| Raymond James Financial Services Advisors | 495k | $16M | 215% | Sep 2024 |
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| Fft Wealth Management | 466k | $15M | 26% | Sep 2024 |
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| Lazard Asset Management | 446k | $15M | 12% | Sep 2024 |
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| Auxano Advisors | 399k | $13M | 26% | Sep 2024 |
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| Verum Partners | 345k | $11M | 15% | Sep 2024 |
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| Kelman-Lazarov | 345k | $11M | 3% | Sep 2024 |
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| Paragon Capital Management | 321k | $11M | 5% | Sep 2024 |
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| Raymond James & Associates | 259k | $8.4M | 20% | Sep 2024 |
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| Lgl Partners | 232k | $7.6M | 27% | Sep 2024 |
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| Colony Family Offices | 219k | $7.2M | 82% | Sep 2024 |
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| CIBC World Markets | 183k | $6.0M | 14% | Sep 2024 |
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| HB Wealth Management | 156k | $5.1M | 88% | Sep 2024 |
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| Jpmorgan Chase & Co | 138k | $4.5M | 85% | Sep 2024 |
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| Diversified Trust Company | 133k | $4.3M | 45% | Sep 2024 |
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| New England Private Wealth Advisors | 126k | $4.1M | 138% | Sep 2024 |
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| LPL Financial | 100k | $3.3M | 89% | Sep 2024 |
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| Susquehanna International | 71k | $2.3M | -50% | Sep 2024 |
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| Financial Connections Group | 68k | $2.2M | 19% | Sep 2024 |
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| Princeton Global Asset Management | 67k | $2.2M | 25% | Sep 2024 |
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| New Republic Capital | 67k | $2.2M | 18% | Sep 2024 |
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| Farther Finance Advisors | 61k | $2.0M | 411% | Sep 2024 |
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| Commonwealth Equity Services | 57k | $1.8M | 16% | Sep 2024 |
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| Arete Wealth Advisors | 51k | $1.7M | -21% | Sep 2024 |
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| Mutual Advisors | 45k | $1.4M | 19% | Sep 2024 |
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| Sprinkle Financial Consultants | 42k | $1.4M | 1% | Sep 2024 |
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| Intl Fcstone | 41k | $1.3M | 10% | Sep 2024 |
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| Argent Trust | 40k | $1.3M | 73% | Sep 2024 |
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| Envestnet Asset Management | 36k | $1.2M | 27% | Sep 2024 |
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| Studio Investment Management | 31k | $1.0M | 134% | Sep 2024 |
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| Parallel Advisors | 31k | $995k | 13% | Sep 2024 |
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| Heron Bay Capital Management | 28k | $909k | 4% | Sep 2024 |
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| Canvas Wealth Advisors | 28k | $909k | 44% | Sep 2024 |
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| Global Retirement Partners | 27k | $881k | 6% | Sep 2024 |
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| Nations Financial Group | 24k | $766k | 45% | Sep 2024 |
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| Argent Financial Group | 23k | $756k | 100% | Sep 2024 |
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| Lake Street Advisors Group | 22k | $715k | 39% | Sep 2024 |
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| Lam Group | 22k | $713k | 60% | Sep 2024 |
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| J. W. Coons Advisors | 21k | $682k | 10% | Sep 2024 |
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| Heritage Trust | 21k | $644k | 100% | Jun 2024 |
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| Longview Financial Advisors | 18k | $588k | -10% | Sep 2024 |
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| Toroso Investments | 17k | $539k | -1% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 16k | $504k | 82% | Jun 2024 |
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| Global Endowment Management | 16k | $522k | 100% | Sep 2024 |
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| Goss Wealth Management | 16k | $481k | 100% | Jun 2024 |
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| National Bank Of Canada /fi/ | 15k | $480k | 90% | Sep 2024 |
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| Smith, Moore & Co. | 13k | $423k | 2% | Sep 2024 |
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| Kfg Wealth Management | 13k | $416k | 28% | Sep 2024 |
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| Joel Isaacson & Co | 12k | $356k | 55% | Jun 2024 |
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| Janney Montgomery Scott | 11k | $355k | -3% | Sep 2024 |
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| Evoke Wealth | 10k | $336k | 100% | Sep 2024 |
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| Branch Banking & Trust Company | 9.9k | $307k | 100% | Jun 2024 |
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| Advisor Group Holdings | 9.8k | $321k | 228% | Sep 2024 |
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| Dynamic Advisors Solutions | 8.7k | $283k | 33% | Sep 2024 |
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| Breakwater Capital Group | 8.7k | $282k | 26% | Sep 2024 |
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| Aspiriant | 8.3k | $271k | 0% | Sep 2024 |
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| Focus Financial Network | 7.7k | $252k | 100% | Sep 2024 |
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| David R. Rahn Inc. dba Avalon Capital Management | 7.6k | $235k | -1% | Jun 2024 |
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| Private Advisor | 7.5k | $244k | 100% | Sep 2024 |
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| Archvest Wealth Advisors | 4.6k | $150k | 100% | Sep 2024 |
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| Harel Insurance Investments & Financial Services | 3.2k | $104k | 100% | Sep 2024 |
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| Principal Securities | 2.0k | $66k | 36% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 1.1k | $37k | 100% | Sep 2024 |
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| Atlas Capital Advisors | 1.0k | $33k | 100% | Sep 2024 |
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| Royal Bank of Canada | 537.00 | $18k | 23% | Sep 2024 |
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| Ancora Advisors | 228.00 | $7.4k | 73% | Sep 2024 |
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| Wells Fargo & Company | 137.00 | $4.5k | -69% | Sep 2024 |
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| Coston, McIsaac & Partners | 7.00 | $0 | 0% | Sep 2024 |
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Who sold out of 2023 Etf Series Trust Ii?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gail Mannix | Jun 2024 | 820k | $25M |
| Colony | Jun 2024 | 352k | $11M |
| Jane Street | Jun 2024 | 30k | $939k |
| Edge Financial Advisors | Mar 2024 | 12k | $354k |
| Atria Wealth Solutions | Jun 2024 | 10k | $314k |
| Envestnet Portfolio Solutions | Jun 2024 | 10k | $314k |