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 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.2K- 25.86% |
$379K - $401K
|
26.4K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15K- 81.27% |
$619K - $654K
|
3.46K
$151K
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-55.6K- 22.89% |
$2.3M - $2.43M
|
187K
$8.2M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-74.1K- 17.63% |
$3.06M - $3.23M
|
346K
$15.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-123K- 44.38% |
$5.07M - $5.36M
|
154K
$6.74M
|