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Trueshare QRT Bull Hdge ETF (QBUL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
TrueMark Investments, LLC
DECREASED
Shares153,234 from 639,278
Change-486,044 (-76%)
Value$3.7M (-$11.7M)
Filed 2026-11-05
Howard Bailey Securities, LLC
INCREASED
Shares10,403 from 9,849
Change+554 (+6%)
Value$250.2K (+$12.4K)
Filed 2026-10-27
Key Capital Management, Inc
DECREASED
Shares3,281 from 3,650
Change-369 (-10%)
Value$78.9K (-$9.2K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
INCREASED
Shares3,034 from 2,971
Change+63 (+2%)
Value$73.0K (+$1.2K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$18.9K (-$72)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares486 from 658
Change-172 (-26%)
Value$11.7K (-$4.3K)
Filed 2026-10-30
Mosley Wealth Management
INCREASED
Shares454 from 338
Change+116 (+34%)
Value$10.9K (+$2.8K)
Filed 2026-10-16
Networth Advisors, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$4.4K (-$17)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares171 from 196
Change-25 (-13%)
Value$4.1K (-$620)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
DECREASED
Shares114 from 117
Change-3 (-3%)
Value$2.7K (-$88)
Filed 2026-11-04
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 23,561
Change-23,561 (-100%)
Value$0 (-$568.9K)
Filed 2026-10-26
Csenge Advisory Group
CLOSED
Shares0 from 8,567
Change-8,567 (-100%)
Value$0 (-$206.8K)
Filed 2026-11-04
Old Mission Capital LLC
N/A
Shares— from 33,366
Change-33,366 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 33,202
Change-33,202 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 72
Change-72 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 54
Change-54 (-100%)
Value—
Status
TrueMark Investments, LLC
DECREASED153,234639,278-486,044-76%$15.4M$3.7M-$11.7M2026-11-05
Howard Bailey Securities, LLC
INCREASED10,4039,849+554+6%$237.8K$250.2K+$12.4K2026-10-27
Key Capital Management, Inc
DECREASED3,2813,650-369-10%$88.1K$78.9K-$9.2K2026-11-03
Lloyd Advisory Services, Llc.
INCREASED3,0342,971+63+2%$71.7K$73.0K+$1.2K2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED78778700%$19.0K$18.9K-$722026-11-04
Compass Financial Management LLC
DECREASED486658-172-26%$16.0K$11.7K-$4.3K2026-10-30
Mosley Wealth Management
INCREASED454338+116+34%$8.2K$10.9K+$2.8K2026-10-16
Networth Advisors, LLC
UNCHANGED18318300%$4.4K$4.4K-$172026-11-03
Kingdom Financial Group Llc.
DECREASED171196-25-13%$4.7K$4.1K-$6202026-11-04
Tounjian Advisory Partners, LLC
DECREASED114117-3-3%$2.8K$2.7K-$882026-11-04
Aegis Wealth Management, Inc.
CLOSED023,561-23,561-100%$568.9K$0-$568.9K2026-10-26
Csenge Advisory Group
CLOSED08,567-8,567-100%$206.8K$0-$206.8K2026-11-04
Old Mission Capital LLC
N/A—33,366-33,366-100%$805.6K———
AE Wealth Management LLC
N/A—33,202-33,202-100%$801.7K———
IFG Advisory, LLC
N/A—78-78-100%$1.9K———
Northwestern Mutual Wealth Management Co
N/A—72-72-100%$1.7K———
Morgan Stanley
N/A—54-54-100%$1.3K———
Showing 17 of 17 institutions