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Ft Vest Us Eq Qua Max Buf (SQMX) Institutional Ownership

$32.18 +0.03 (+0.09%)
As of 08/8/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Qua Max Buf (NYSEARCA:SQMX)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$596.74K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$272.20K
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Ft Vest Us Eq Qua Max Buf Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025 Legacy Wealth Managment LLC ID5,269$168K0.1%-61.8%3.099%
5/16/2025 Legacy Wealth Managment LLC ID13,802$423K0.3%+82.4%11.042%
5/16/2025Integrated Wealth Concepts LLC11,579$355K0.0%N/A9.263%
5/5/2025Hollencrest Capital Management1,662$51K0.0%N/A1.330%
(Data available from 1/1/2016 forward)

SQMX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SQMX shares?

During the previous two years, the following institutional investors and hedge funds held shares of Ft Vest Us Eq Qua Max Buf shares: Integrated Wealth Concepts LLC ($355K), and Legacy Wealth Managment LLC ID ($168K), Hollencrest Capital Management ($51K).Learn more on Ft Vest Us Eq Qua Max Buf's institutional investors.

Which institutional investors have been buying Ft Vest Us Eq Qua Max Buf's stock?

The following institutional investors have purchased Ft Vest Us Eq Qua Max Buf's stock in the last 24 months: Integrated Wealth Concepts LLC ($11.58K), Legacy Wealth Managment LLC ID ($6.24K), and Hollencrest Capital Management ($1.66K).

How much institutional buying is happening at Ft Vest Us Eq Qua Max Buf?

Institutional investors have bought a total of 19,476 shares in the last 24 months. This purchase volume represents approximately $596.74K in transactions.

Which of Ft Vest Us Eq Qua Max Buf's major shareholders have been selling company stock?

The following institutional investors have sold Ft Vest Us Eq Qua Max Buf stock in the last 24 months: Legacy Wealth Managment LLC ID ($8.53K).

How much institutional selling is happening at Ft Vest Us Eq Qua Max Buf?

Institutional investors have sold a total of 8,533 shares in the last 24 months. This volume of shares sold represents approximately $272.20K in transactions.



This page (NYSEARCA:SQMX) was last updated on 8/9/2025 by MarketBeat.com Staff
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