HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing SLQD Share Count | ||||
| Capital Investment Advisory Services LLC | 175 | 575 | +400 | +228.57% |
| CWM LLC | 21 | 56 | +35 | +166.67% |
| Allspring Global Investments Holdings LLC | 304,331 | 741,563 | +437,232 | +143.67% |
| Sound Income Strategies LLC | 296 | 448 | +152 | +51.35% |
| Raymond James Financial Services Advisors Inc. | 633,890 | 890,612 | +256,722 | +40.50% |
| FC Advisory LLC | 8,282 | 8,692 | +410 | +4.95% |
| Wiser Wealth Management Inc | 315,268 | 330,082 | +14,814 | +4.70% |
| Strategic Advocates LLC | 17,157 | 17,937 | +780 | +4.55% |
| Hoxton Planning & Management LLC | 9,036 | 9,343 | +307 | +3.40% |
| 4J Wealth Management LLC | 19,835 | 19,955 | +120 | +0.60% |
| Wolff Financial Management LLC | 15,342 | 15,417 | +75 | +0.49% |
| Farmers & Merchants Investments Inc. | 1,009,315 | 1,011,062 | +1,747 | +0.17% |
| Stratos Wealth Partners LTD. | 53,746 | 53,808 | +62 | +0.12% |
| 13F Filers Reporting New Positions In SLQD | ||||
| Proffitt & Goodson Inc. | 0 | 2,450 | +2,450 | +100% |
| Chesley Taft & Associates LLC | 0 | 5,700 | +5,700 | +100% |
| Coastal Investment Advisors Inc. | 0 | 250 | +250 | +100% |
| Williams Financial LLC | 0 | 375,165 | +375,165 | +100% |
| Christopher J. Hasenberg Inc | 0 | 632 | +632 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 75 | 75 | UNCH | 0.00% |
| NBT Bank N A NY | 1,178 | 1,178 | UNCH | 0.00% |
| Fort Washington Investment Advisors Inc. OH | 6,542 | 6,542 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 354 | 354 | UNCH | 0.00% |
| Private Trust Co. NA | 3,786 | 3,786 | UNCH | 0.00% |
| Private Wealth Group LLC | 29,347 | 29,347 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 2,727 | 2,727 | UNCH | 0.00% |
| Global Retirement Partners LLC | 2,140 | 2,140 | UNCH | 0.00% |
| Lindbrook Capital LLC | 1,090 | 1,090 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 23 | 23 | UNCH | 0.00% |
| GoalVest Advisory LLC | 444 | 444 | UNCH | 0.00% |
| True Link Financial Advisors LLC | 10,815 | 10,815 | UNCH | 0.00% |
| Summa Corp. | 12,000 | 12,000 | UNCH | 0.00% |
| Financiere des Professionnels Fonds d investissement inc. | 135,000 | 135,000 | UNCH | 0.00% |
| 13F Filers Decreasing SLQD Share Count | ||||
| Advocacy Wealth Management Services LLC | 1,005,420 | 29,045 | -976,375 | -97.11% |
| NBC Securities Inc. | 10,944 | 8,227 | -2,717 | -24.83% |
| Disciplined Investments LLC | 20,607 | 17,225 | -3,382 | -16.41% |
| Spire Wealth Management | 10,157 | 8,628 | -1,529 | -15.05% |
| Summit Financial LLC | 108,294 | 92,203 | -16,091 | -14.86% |
| Wealth Enhancement Advisory Services LLC | 21,572 | 18,962 | -2,610 | -12.10% |
| Charter Oak Capital Management LLC | 123,786 | 108,907 | -14,879 | -12.02% |
| Weaver Consulting Group | 6,702 | 5,897 | -805 | -12.01% |
| Dynamic Advisor Solutions LLC | 66,652 | 58,878 | -7,774 | -11.66% |
| LexAurum Advisors LLC | 7,271 | 6,760 | -511 | -7.03% |
| Ndwm LLC | 35,417 | 33,059 | -2,358 | -6.66% |
| Raymond James & Associates | 87,823 | 83,900 | -3,923 | -4.47% |
| Cambridge Investment Research Advisors Inc. | 21,897 | 20,968 | -929 | -4.24% |
| Cornell Pochily Investment Advisors Inc. | 6,600 | 6,328 | -272 | -4.12% |
| Alhambra Investment Partners LLC | 5,734 | 5,534 | -200 | -3.49% |
| International Assets Investment Management LLC | 44,131 | 42,766 | -1,365 | -3.09% |
| LVZ Advisors Inc. | 7,348 | 7,224 | -124 | -1.69% |
| Rosenberg Matthew Hamilton | 118,244 | 117,145 | -1,099 | -0.93% |
| Heritage Wealth Management LLC | 21,205 | 21,100 | -105 | -0.50% |
| Miracle Mile Advisors LLC | 39,154 | 39,145 | -9 | -0.02% |
| 13F Filers Exiting SLQD | ||||
| Processus Wealth & Capital Management LLC | 28,393 | 0 | -28,393 | -100.00% |
| Breakwater Capital Group | 4,447 | 0 | -4,447 | -100.00% |
| Level Financial Advisors Inc. | 3,143 | 0 | -3,143 | -100.00% |
| Wagner Wealth Management LLC | 4,962 | 0 | -4,962 | -100.00% |
| RFG Advisory LLC | 5,659 | 0 | -5,659 | -100.00% |
| Atlas Capital Advisors LLC | 1,598 | 0 | -1,598 | -100.00% |
See Summary: Institutional Holders of SLQD
See Details: Top 10 Hedge Funds Holding SLQD
