CWM, LLC - EXCHANGE TRADED CONCEPTS TR ownership

EXCHANGE TRADED CONCEPTS TR's ticker is HTEC and the CUSIP is 301505723. A total of 41 filers reported holding EXCHANGE TRADED CONCEPTS TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CWM, LLC ownership history of EXCHANGE TRADED CONCEPTS TR
ValueSharesWeighting
Q3 2023$143
+34.9%
5,667
+60.9%
0.00%0.0%
Q2 2023$106
+34.2%
3,523
+33.3%
0.00%0.0%
Q1 2023$79
+3.9%
2,6430.0%0.00%0.0%
Q4 2022$76
-99.9%
2,643
+22.4%
0.00%
Q3 2022$58,000
+13.7%
2,160
+23.4%
0.00%
Q2 2022$51,000
-5.6%
1,751
+18.1%
0.00%
Q1 2022$54,000
+134.8%
1,483
+186.8%
0.00%
Q4 2021$23,000
-8.0%
5170.0%0.00%
Q2 2021$25,0000.0%5170.0%0.00%
Q1 2021$25,0000.0%5170.0%0.00%
Q4 2020$25,0000.0%5170.0%0.00%
Q3 2020$25,0000.0%5170.0%0.00%
Q2 2020$25,0000.0%5170.0%0.00%
Q1 2020$25,0000.0%5170.0%0.00%
Q4 2019$25,0000.0%5170.0%0.00%
Q3 2019$25,0000.0%5170.0%0.00%
Q2 2019$25,0000.0%5170.0%0.00%
Q1 2019$25,0005170.00%
Other shareholders
EXCHANGE TRADED CONCEPTS TR shareholders Q1 2022
NameSharesValueWeighting ↓
Cardinal Point Wealth Management LLC 217,176$10,462,0004.73%
SOL Capital Management CO 45,010$2,168,0000.43%
Stonebridge Financial Planning Group, LLC 14,965$713,0000.38%
GOFEN & GLOSSBERG LLC /IL/ 183,250$8,827,0000.21%
Ellis Investment Partners, LLC 7,905$380,0000.10%
Migdal Insurance & Financial Holdings Ltd. 89,516$4,311,0000.04%
Almanack Investment Partners, LLC. 18,960$914,0000.04%
Tidal Investments LLC 11,824$570,0000.02%
AdvisorNet Financial, Inc 5,927$286,0000.02%
NewEdge Advisors, LLC 8,435$406,0000.01%
View complete list of EXCHANGE TRADED CONCEPTS TR shareholders