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Point Bridge America First E (MAGA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Winch Advisory Services, LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$14.9K (-$658)
Filed 2026-11-06
LPL Financial LLC
CLOSED
Shares0 from 26,361
Change-26,361 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-06
Merit Financial Group, LLC
CLOSED
Shares0 from 4,704
Change-4,704 (-100%)
Value$0 (-$263.4K)
Filed 2026-11-06
Carlson Financial, Inc.
CLOSED
Shares0 from 4,589
Change-4,589 (-100%)
Value$0 (-$257.0K)
Filed 2026-11-05
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 3,638
Change-3,638 (-100%)
Value$0 (-$203.7K)
Filed 2026-11-04
Networth Advisors, LLC
CLOSED
Shares0 from 1,719
Change-1,719 (-100%)
Value$0 (-$96.3K)
Filed 2026-11-03
Geneos Wealth Management Inc.
CLOSED
Shares0 from 570
Change-570 (-100%)
Value$0 (-$31.9K)
Filed 2026-11-09
Creative Financial Designs Inc
CLOSED
Shares0 from 288
Change-288 (-100%)
Value$0 (-$16.1K)
Filed 2026-11-04
Spire Wealth Management
CLOSED
Shares0 from 189
Change-189 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-30
Susquehanna International Group, LLP
N/A
Shares— from 17,520
Change-17,520 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,508
Change-3,508 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,530
Change-1,530 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 661
Change-661 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 189
Change-189 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Winch Advisory Services, LLC
UNCHANGED27727700%$15.5K$14.9K-$6582026-11-06
LPL Financial LLC
CLOSED026,361-26,361-100%$1.5M$0-$1.5M2026-11-06
Merit Financial Group, LLC
CLOSED04,704-4,704-100%$263.4K$0-$263.4K2026-11-06
Carlson Financial, Inc.
CLOSED04,589-4,589-100%$257.0K$0-$257.0K2026-11-05
Tounjian Advisory Partners, LLC
CLOSED03,638-3,638-100%$203.7K$0-$203.7K2026-11-04
Networth Advisors, LLC
CLOSED01,719-1,719-100%$96.3K$0-$96.3K2026-11-03
Geneos Wealth Management Inc.
CLOSED0570-570-100%$31.9K$0-$31.9K2026-11-09
Creative Financial Designs Inc
CLOSED0288-288-100%$16.1K$0-$16.1K2026-11-04
Spire Wealth Management
CLOSED0189-189-100%$10.6K$0-$10.6K2026-10-30
Susquehanna International Group, LLP
N/A—17,520-17,520-100%$981.0K———
Cetera Investment Advisers
N/A—6,383-6,383-100%$357.4K———
Osaic Holdings, Inc.
N/A—3,508-3,508-100%$196.4K———
UBS Group AG
N/A—1,530-1,530-100%$85.7K———
Bogart Wealth, LLC
N/A—661-661-100%$37.0K———
Nova Wealth Management, Inc.
N/A—468-468-100%$26.2K———
AE Wealth Management LLC
N/A—455-455-100%$25.5K———
Morgan Stanley
N/A—189-189-100%$10.6K———
Prestige Wealth Management Group LLC
N/A—60-60-100%$3.4K———
Wells Fargo & Company
N/A—1-1-100%$36———
Showing 19 of 19 institutions