13F QoQ Ownership Changes
AQMS Institutional Holders
Period 2025-03-31 · prior 2024-12-31 · 1 new · 1 added · 0 reduced · 5 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Kanen Wealth Management LLC | 468,425 | +468,425 | $548.1K | +$548.1K | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MORGAN STANLEY | 126,685 | +63,789 | $32.2K | +$20.4K | 101.4% |
Sold Out(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| B. Riley Wealth Advisors, Inc. | 0 | -61,100 | $0 | -$11.4K | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0 | -29,553 | $0 | -$5.5K | — |
| IFP Advisors, Inc | 0 | -30,000 | $0 | -$4.7K | — |
| OSAIC HOLDINGS, INC. | 0 | -1,085 | $0 | -$206 | — |
| JPMORGAN CHASE & CO | 0 | -588 | $0 | -$149 | — |