Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Aptus Collar (ACIO)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Collar (ACIO) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.34K+ 2.96% |
$132K - $138K
|
116K
$4.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17KNew |
$85.8K - $89.9K
|
2.17K
$88.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.02K+ 2.73% |
$79.8K - $83.5K
|
76K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.02KNew |
$79.6K - $83.4K
|
2.02K
$82.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.79KNew |
$70.8K - $74.2K
|
1.79K
$73K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.34K+ 17.6% |
$52.9K - $55.4K
|
8.94K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.1KNew |
$43.6K - $45.6K
|
1.1K
$44.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
892+ 12.94% |
$35.2K - $36.9K
|
7.79K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
847+ 0.48% |
$33.5K - $35K
|
178K
$7.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
782+ 5.15% |
$30.9K - $32.4K
|
16K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
727New |
$28.7K - $30.1K
|
727
$29.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
239New |
$9.44K - $9.89K
|
239
$9.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
146New |
$5.77K - $6.04K
|
146
$5.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
135New |
$5.33K - $5.59K
|
135
$5.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 2.02% |
$3.87K - $4.06K
|
4.94K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
19+ 0.91% |
$751 - $786
|
2.11K
$85.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-190- 2.1% |
$7.51K - $7.86K
|
8.86K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-241- 7.16% |
$9.52K - $9.97K
|
3.13K
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-270- 0.79% |
$10.7K - $11.2K
|
33.9K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-379- 3.4% |
$15K - $15.7K
|
10.8K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-393- 2.36% |
$15.5K - $16.3K
|
16.2K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-557- 0.72% |
$22K - $23K
|
77.1K
$3.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-593- 0.29% |
$23.4K - $24.5K
|
207K
$8.45M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-620- 1.05% |
$24.5K - $25.7K
|
58.3K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-644- 3.99% |
$25.4K - $26.6K
|
15.5K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-957- 34.57% |
$37.8K - $39.6K
|
1.81K
$73.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.04K- 16.91% |
$40.9K - $42.8K
|
5.09K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.58K- 30.57% |
$62.5K - $65.5K
|
3.59K
$146K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 2.99% |
$66.8K - $70K
|
54.9K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.23K- 0.95% |
$128K - $134K
|
336K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.6K- 4.22% |
$418K - $438K
|
240K
$9.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-20.6K- 1.06% |
$813K - $851K
|
1.92M
$78M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-23.7K- 57.63% |
$937K - $982K
|
17.4K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31.6K- 3.7% |
$1.25M - $1.31M
|
823K
$33.5M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-130K- 26.04% |
$5.13M - $5.37M
|
369K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-182K- 29.27% |
$7.18M - $7.52M
|
439K
$17.9M
|