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Trueshare Convequity ETF-Usd (PVEX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wedbush Securities Inc
NEW
Shares33,339
Change+33,339
Value$1.0M
Filed 2026-10-22
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares24,824 from 20,508
Change+4,316 (+21%)
Value$763.2K (+$136.2K)
Filed 2026-10-21
Mosley Wealth Management
INCREASED
Shares533 from 205
Change+328 (+160%)
Value$16.5K (+$10.3K)
Filed 2026-10-16
Key Capital Management, Inc
NEW
Shares179
Change+179
Value$5.5K
Filed 2026-11-03
Kingdom Financial Group Llc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$584 (+$3)
Filed 2026-11-04
AE Wealth Management LLC
N/A
Shares— from 1,822,243
Change-1,822,243 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
UBS Group AG
N/A
Shares— from 707
Change-707 (-100%)
Value—
Status
Wedbush Securities Inc
NEW33,339—+33,339——$1.0M—2026-10-22
Mid-American Wealth Advisory Group, Inc.
INCREASED24,82420,508+4,316+21%$627.1K$763.2K+$136.2K2026-10-21
Mosley Wealth Management
INCREASED533205+328+160%$6.3K$16.5K+$10.3K2026-10-16
Key Capital Management, Inc
NEW179—+179——$5.5K—2026-11-03
Kingdom Financial Group Llc.
UNCHANGED191900%$581$584+$32026-11-04
AE Wealth Management LLC
N/A—1,822,243-1,822,243-100%$55.7M———
Jane Street Group, LLC
N/A—11,806-11,806-100%$361.0K———
UBS Group AG
N/A—707-707-100%$21.6K———
Showing 8 of 8 institutions