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LHA Risk Managed Income ETF (RMIF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
INCREASED
Shares41,541 from 40,041
Change+1,500 (+4%)
Value$1.0M (+$33.0K)
Filed 2026-10-16
Grimes & Co Wealth Management, LLC
CLOSED
Shares0 from 830,826
Change-830,826 (-100%)
Value$0 (-$20.1M)
Filed 2026-10-29
Triumph Capital Management
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$29.0K)
Filed 2026-10-14
J. R. Prunier Capital Management LLC
CLOSED
Shares0 from 549
Change-549 (-100%)
Value$0 (-$13.3K)
Filed 2026-11-09
GTS Securities LLC
N/A
Shares— from 42,331
Change-42,331 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 40,462
Change-40,462 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 12,427
Change-12,427 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,237
Change-2,237 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Status
IFP Advisors, Inc
INCREASED41,54140,041+1,500+4%$967.8K$1.0M+$33.0K2026-10-16
Grimes & Co Wealth Management, LLC
CLOSED0830,826-830,826-100%$20.1M$0-$20.1M2026-10-29
Triumph Capital Management
CLOSED01,200-1,200-100%$29.0K$0-$29.0K2026-10-14
J. R. Prunier Capital Management LLC
CLOSED0549-549-100%$13.3K$0-$13.3K2026-11-09
GTS Securities LLC
N/A—42,331-42,331-100%$1.0M———
Susquehanna International Group, LLP
N/A—40,462-40,462-100%$977.9K———
Empirical Asset Management, LLC
N/A—12,427-12,427-100%$300.4K———
Morgan Stanley
N/A—2,237-2,237-100%$54.1K———
Aptus Capital Advisors, LLC
N/A—153-153-100%$3.7K———
Showing 9 of 9 institutions