Purchases and Sales Made in Q3 2025 in ETF Ser Solutions Aptus Collar (ACIO)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Collar (ACIO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
304K+ 40.17% |
$12.5M - $13.3M
|
1.06M
$46.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
274K+ 16.61% |
$11.3M - $12M
|
1.92M
$84.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
218KNew |
$9M - $9.51M
|
218K
$9.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
166K+ 19.5% |
$6.86M - $7.25M
|
1.02M
$44.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
164K+ 11.13% |
$6.77M - $7.16M
|
1.64M
$71.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
123K+ 18.46% |
$5.09M - $5.38M
|
792K
$34.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
90.4K+ 9.99% |
$3.73M - $3.95M
|
996K
$43.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
66.9K+ 150.15% |
$2.76M - $2.92M
|
111K
$4.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
45.3K+ 66.25% |
$1.87M - $1.97M
|
114K
$4.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
25.4K+ 4.5% |
$1.05M - $1.11M
|
590K
$25.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
23.9K+ 12.31% |
$988K - $1.04M
|
218K
$9.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.1K+ 7.7% |
$911K - $963K
|
309K
$13.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
15.6KNew |
$643K - $680K
|
15.6K
$682K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 19.58% |
$488K - $516K
|
72.3K
$3.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.3K+ 4.79% |
$468K - $495K
|
248K
$10.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
8.91K+ 21.93% |
$368K - $389K
|
49.5K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
BUY
|
- |
8.61K+ 0.77% |
$355K - $375K
|
1.13M
$49.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.33K+ 2.94% |
$344K - $364K
|
292K
$12.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.88K+ 145.09% |
$325K - $344K
|
13.3K
$583K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.25KNew |
$299K - $316K
|
7.25K
$317K
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.08K+ 4.38% |
$210K - $222K
|
121K
$5.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.95KNew |
$204K - $216K
|
4.95K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.7KNew |
$194K - $205K
|
4.7K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.57K+ 0.19% |
$64.9K - $68.6K
|
841K
$36.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
413+ 21.04% |
$17K - $18K
|
2.38K
$104K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
250+ 1.5% |
$10.3K - $10.9K
|
16.9K
$741K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
236+ 0.13% |
$9.74K - $10.3K
|
184K
$8.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
93+ 0.03% |
$3.84K - $4.06K
|
327K
$14.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
89+ 0.05% |
$3.67K - $3.88K
|
193K
$8.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
6+ 0.02% |
$248 - $262
|
33.9K
$1.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6+ 0.06% |
$248 - $262
|
10.5K
$458K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$165 - $175
|
6.86K
$300K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
3+ 0.06% |
$124 - $131
|
5.36K
$235K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2+ 0.02% |
$82.5 - $87.3
|
13.3K
$580K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 0.52% |
$1.03K - $1.09K
|
4.75K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-74- 0.27% |
$3.05K - $3.23K
|
27.7K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-134- 1.78% |
$5.53K - $5.85K
|
7.4K
$324K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-149- 1.36% |
$6.15K - $6.5K
|
10.8K
$473K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-246- 1.37% |
$10.1K - $10.7K
|
17.7K
$776K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-597- 2.94% |
$24.6K - $26K
|
19.7K
$863K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-747- 3.67% |
$30.8K - $32.6K
|
19.6K
$859K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.52K- 22.39% |
$62.5K - $66.1K
|
5.25K
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.17K- 3.57% |
$89.3K - $94.5K
|
58.5K
$2.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 11.93% |
$90.5K - $95.7K
|
16.2K
$709K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.17K- 20.56% |
$131K - $138K
|
12.2K
$535K
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-9.15K- 26.26% |
$378K - $399K
|
25.7K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.2K- 25.86% |
$379K - $401K
|
26.4K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-17.8K- 37.43% |
$734K - $776K
|
29.7K
$1.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-31.9K- 23.15% |
$1.32M - $1.39M
|
106K
$4.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-43.4K- 13.75% |
$1.79M - $1.89M
|
272K
$11.9M
|