Who owns KELLY STRATEGIC ETF TRUST?

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Analyze quarterly positions in Kelly Strategic Etf Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Kelly Strategic Etf Trust stock

Who bought or sold KELLY STRATEGIC ETF TRUST this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Mutual Advisors 352k $11M 30% Mar 2024
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TMD Wealth Management 246k $7.7M 100% Mar 2024
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Royal Bank of Canada 181k $5.6M 695% Mar 2024
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Captrust Financial Advisors 79k $2.4M 17% Mar 2024
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BlackDiamond Wealth Management 78k $2.4M -3% Mar 2024
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Carnick & Kubik 73k $2.3M 79% Mar 2024
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Capital Management Associates 59k $1.8M 9% Mar 2024
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Ohe Financial 40k $1.2M 100% Mar 2024
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Jane Street 23k $707k 100% Mar 2024
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LPL Financial 13k $406k 100% Mar 2024
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Jacobi Capital Management 11k $348k 100% Mar 2024
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Envestnet Asset Management 11k $339k 37% Mar 2024
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Lifeworks Advisors 9.3k $290k 100% Mar 2024
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Founders Financial Alliance 9.0k $281k 100% Mar 2024
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Marks Group Wealth Management 7.5k $235k -96% Mar 2024
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Goss Wealth Management 5.3k $166k 100% Mar 2024
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Pinnacle Bank 3.5k $109k 100% Mar 2024
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Advisor Group Holdings 462.00 $14k 128% Mar 2024
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UBS Group 291.00 $9.1k 100% Mar 2024
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Tower Research Capital 220.00 $6.9k 5400% Mar 2024
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Steward Partners Investment Advisory 136.00 $4.2k 0% Mar 2024
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Who sold out of Kelly Strategic Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
AdvisorNet Financial Dec 2023 52k $1.5M
Punch & Associates Investment Management Sep 2023 8.3k $211k