Purchases and Sales Made in Q1 2025 in ETF Ser Solutions Aptus Collar (ACIO)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Collar (ACIO) during Q1 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS COLLAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
331KNew |
$12.7M - $13.7M
|
331K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
294K+ 6.74% |
$11.3M - $12.2M
|
4.67M
$188M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
284K+ 142.1% |
$10.9M - $11.8M
|
484K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
265KNew |
$10.2M - $11M
|
265K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
216K+ 83.82% |
$8.29M - $8.95M
|
474K
$19.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
189K+ 54.7% |
$7.26M - $7.84M
|
535K
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
184K+ 50.8% |
$7.06M - $7.62M
|
546K
$22.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
179K+ 134.35% |
$6.85M - $7.4M
|
311K
$12.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
168KNew |
$6.44M - $6.95M
|
168K
$6.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
168K+ 12.89% |
$6.43M - $6.95M
|
1.47M
$59.3M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
159K+ 25.94% |
$6.09M - $6.57M
|
771K
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
149K+ 1029.38% |
$5.72M - $6.17M
|
164K
$6.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
140K+ 223.68% |
$5.36M - $5.79M
|
202K
$8.17M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
127K+ 2.4% |
$4.86M - $5.25M
|
5.41M
$219M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
127KNew |
$4.86M - $5.25M
|
127K
$5.11M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
124K+ 160.6% |
$4.75M - $5.13M
|
201K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
120KNew |
$4.6M - $4.96M
|
120K
$4.84M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
108K+ 8.52% |
$4.14M - $4.47M
|
1.37M
$55.5M
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
87.4K+ 11.31% |
$3.35M - $3.62M
|
860K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86.2K+ 2.21% |
$3.31M - $3.57M
|
3.98M
$161M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
76.6K+ 11.17% |
$2.94M - $3.17M
|
762K
$30.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
64.9KNew |
$2.49M - $2.69M
|
64.9K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60.3K+ 25242.26% |
$2.31M - $2.5M
|
60.6K
$2.45M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
58K+ 27.41% |
$2.23M - $2.4M
|
270K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
51.1K+ 440.45% |
$1.96M - $2.12M
|
62.7K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
42.2K+ 28.33% |
$1.62M - $1.75M
|
191K
$7.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
38.8KNew |
$1.49M - $1.61M
|
38.8K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
38.2K+ 3.39% |
$1.46M - $1.58M
|
1.17M
$47.1M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
35.4KNew |
$1.36M - $1.47M
|
35.4K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
29.4K+ 7.97% |
$1.13M - $1.22M
|
398K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
28.7K+ 2.78% |
$1.1M - $1.19M
|
1.06M
$42.8M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25.9KNew |
$994K - $1.07M
|
25.9K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
24.1K+ 4.52% |
$923K - $997K
|
556K
$22.5M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23.7KNew |
$909K - $982K
|
23.7K
$957K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
23.7K+ 15.19% |
$907K - $980K
|
179K
$7.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
22.8K+ 6.79% |
$875K - $945K
|
359K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
22.7KNew |
$870K - $939K
|
22.7K
$916K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 4.92% |
$824K - $890K
|
459K
$18.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
20.9K+ 14.67% |
$803K - $867K
|
164K
$6.61M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19.7K+ 1.03% |
$755K - $815K
|
1.94M
$78.2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
18.2K+ 6.71% |
$697K - $753K
|
289K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
17.5KNew |
$671K - $725K
|
17.5K
$707K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17.1KNew |
$657K - $710K
|
17.1K
$692K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.8K+ 2.04% |
$644K - $696K
|
840K
$33.9M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
15.4KNew |
$591K - $639K
|
15.4K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.3K+ 22.16% |
$588K - $635K
|
84.5K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9K+ 413.69% |
$570K - $616K
|
18.5K
$745K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
14.2KNew |
$546K - $590K
|
14.2K
$575K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12.1K+ 56.35% |
$464K - $501K
|
33.6K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9.35K+ 26.94% |
$359K - $387K
|
44.1K
$1.78M
|