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 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
6.9K+ 5.59% |
$265K - $286K
|
130K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.58KNew |
$252K - $272K
|
6.58K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.47KNew |
$248K - $268K
|
6.47K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.12KNew |
$235K - $254K
|
6.12K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.78K+ 3.24% |
$222K - $239K
|
184K
$7.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.32KNew |
$204K - $220K
|
5.32K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.21KNew |
$200K - $216K
|
5.21K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.87K+ 2.35% |
$187K - $202K
|
212K
$8.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.83KNew |
$185K - $200K
|
4.83K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.76K+ 5.44% |
$183K - $197K
|
92.3K
$3.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.78K+ 22.77% |
$145K - $157K
|
20.4K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.41K+ 22.93% |
$131K - $141K
|
18.3K
$737K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 3.93% |
$114K - $124K
|
79K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.57K+ 22.41% |
$98.5K - $106K
|
14K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.36K+ 117.02% |
$90.5K - $97.7K
|
4.37K
$177K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.2K+ 17.33% |
$84.5K - $91.3K
|
14.9K
$603K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.95K+ 108.53% |
$74.6K - $80.6K
|
3.74K
$151K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.63K+ 4.49% |
$62.6K - $67.7K
|
38K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.44K+ 8.87% |
$55.2K - $59.6K
|
17.7K
$713K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.36K+ 2.47% |
$52.1K - $56.3K
|
56.3K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.02K+ 49.75% |
$38.9K - $42.1K
|
3.06K
$123K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 16.95% |
$38.4K - $41.4K
|
6.9K
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
791+ 5.22% |
$30.3K - $32.8K
|
15.9K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
608+ 7.61% |
$23.3K - $25.2K
|
8.6K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
356+ 7.01% |
$13.7K - $14.7K
|
5.43K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
189New |
$7.25K - $7.83K
|
189
$7.63K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103+ 1.32% |
$3.95K - $4.27K
|
7.89K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
60New |
$2.3K - $2.49K
|
60
$2.42K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
29+ 1.38% |
$1.11K - $1.2K
|
2.14K
$86.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
13+ 0.04% |
$499 - $539
|
33.9K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6- 0.06% |
$230 - $249
|
10.8K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-37- 0.06% |
$1.42K - $1.53K
|
58.2K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-98- 72.59% |
$3.76K - $4.06K
|
37
$1.49K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-192- 10.6% |
$7.37K - $7.95K
|
1.62K
$65.4K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-369- 0.48% |
$14.2K - $15.3K
|
76.7K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-883- 80.05% |
$33.9K - $36.6K
|
220
$8.88K
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.08K- 0.93% |
$41.2K - $44.5K
|
115K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-2K- 22.57% |
$76.7K - $82.9K
|
6.86K
$277K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.2K- 14.77% |
$84.5K - $91.3K
|
12.7K
$514K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.67K- 29.28% |
$179K - $194K
|
11.3K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-6.29K- 41.41% |
$241K - $261K
|
8.9K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.13K- 46.01% |
$273K - $295K
|
8.36K
$338K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.11K- 90.68% |
$311K - $336K
|
833
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.25K- 53.04% |
$355K - $383K
|
8.19K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 63.7% |
$505K - $545K
|
7.5K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.3K- 90.88% |
$508K - $549K
|
1.33K
$53.7K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.8K- 9.17% |
$723K - $780K
|
186K
$7.53M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.4K- 18.43% |
$859K - $928K
|
99.1K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27K- 53.85% |
$1.04M - $1.12M
|
23.2K
$935K
|