ETF SER SOLUTIONS's ticker is PFLD and the CUSIP is 26922A198. A total of 44 filers reported holding ETF SER SOLUTIONS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,275,078 | +9.9% | 590,148 | +10.6% | 0.01% | +12.5% |
| Q2 2023 | $11,171,497 | +3.4% | 533,500 | +4.0% | 0.01% | 0.0% |
| Q1 2023 | $10,801,989 | +17.9% | 512,915 | +16.0% | 0.01% | 0.0% |
| Q4 2022 | $9,163,450 | +16.4% | 442,038 | +19.5% | 0.01% | 0.0% |
| Q3 2022 | $7,873,000 | -7.8% | 369,775 | -3.7% | 0.01% | 0.0% |
| Q2 2022 | $8,538,000 | +0.8% | 383,887 | +7.9% | 0.01% | +14.3% |
| Q1 2022 | $8,471,000 | +106.2% | 355,938 | +117.1% | 0.01% | +133.3% |
| Q4 2021 | $4,109,000 | +51.6% | 163,973 | +52.3% | 0.00% | 0.0% |
| Q3 2021 | $2,711,000 | +389.4% | 107,658 | +393.4% | 0.00% | +200.0% |
| Q2 2021 | $554,000 | – | 21,818 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AllSquare Wealth Management LLC | 218,543 | $4,860,000 | 3.31% |
| Key Client Fiduciary Advisors, LLC | 141,856 | $3,155,000 | 3.07% |
| PETERSON WEALTH MANAGEMENT | 73,503 | $1,635,000 | 2.11% |
| Danda Trouve Investment Management, Inc. | 61,454 | $1,367,000 | 2.10% |
| Texas Yale Capital Corp. | 331,395 | $7,370,000 | 0.48% |
| Curtis Advisory Group, LLC | 38,672 | $860,000 | 0.34% |
| ATWOOD & PALMER INC | 102,270 | $2,274,000 | 0.22% |
| Core Wealth Advisors, Inc. | 7,979 | $177,000 | 0.11% |
| FLAGSHIP HARBOR ADVISORS, LLC | 31,892 | $709,000 | 0.08% |
| MONECO Advisors, LLC | 9,131 | $203,000 | 0.08% |