INQQ — EXCHANGE TRADED CONCEPTS TR

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  ·  9 quarters on record

This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in EXCHANGE TRADED CONCEPTS TR (INQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q1)
Avg. % of fund
0.05%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 28,814 +904 +3.2% 0.05% $449K $15.26
2025 Q2 REDUCED 27,910 -6,588 -19.1% 0.05% $463K $16.24
2025 Q1 ADDED 34,498 +5,919 +20.7% 0.06% $495K $14.04
2024 Q4 ADDED 28,579 +820 +3.0% 0.06% $463K $15.84
2024 Q3 REDUCED 27,759 -2,000 -6.7% 0.06% $455K $15.86
2024 Q2 ADDED 29,759 +1,779 +6.4% 0.05% $454K $14.74
2024 Q1 ADDED 27,980 +4,014 +16.7% 0.04% $402K $13.87
2023 Q4 ADDED 23,966 +2,202 +10.1% 0.05% $330K $13.29
2023 Q3 INITIATED 21,764 — — 0.04% $274K —
% of Fund (quarterly)    INQQ price (monthly, adj. close)

Other funds also holding INQQ

As of 2025 Q4 — sorted by position size

QUANTIFY CHAOS ADVISORS, LLC 0.72% Alliance Wealth Advisors, LLC 3Y 0.14% EVERGREEN CAPITAL MANAGEMENT LLC 3Y 7Y 0.1% Ethos Financial Group, LLC 3Y 0.03% GTS SECURITIES LLC 0.03% SMITH, MOORE & CO. 3Y 7Y 0.03% Ausdal Financial Partners, Inc. 3Y 7Y 0.03% ELEVATION WEALTH PARTNERS, LLC 0.02% Clearstead Advisors, LLC 3Y 7Y 0.01% Ameritas Advisory Services, LLC 3Y 0.01%
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