Purchases and Sales Made in Q1 2023 in ETF Ser Solutions Aptus Drawnd (ADME)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Drawnd (ADME) during Q1 2023. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DRAWND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
700K+ 20.8% |
$23.2M - $24.5M
|
4.06M
$178M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
221K+ 711.28% |
$7.32M - $7.72M
|
252K
$11M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
31.3KNew |
$1.04M - $1.1M
|
31.3K
$1.37M
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
29.7K+ 5.59% |
$984K - $1.04M
|
560K
$24.6M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.5KNew |
$779K - $821K
|
23.5K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
10.8K+ 24.78% |
$359K - $378K
|
54.4K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.8KNew |
$358K - $377K
|
10.8K
$473K
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
8.7K+ 21.45% |
$289K - $304K
|
49.3K
$2.16M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.55K+ 5.66% |
$250K - $264K
|
141K
$6.18M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.29KNew |
$142K - $150K
|
4.29K
$188K
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
4.12K+ 2.14% |
$137K - $144K
|
196K
$8.61M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.18K+ 8.51% |
$106K - $111K
|
40.6K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.26K+ 16.38% |
$41.9K - $44.2K
|
8.98K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
847+ 1.06% |
$28.1K - $29.6K
|
80.9K
$3.55M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
736+ 3.28% |
$24.4K - $25.7K
|
23.2K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
587+ 146.38% |
$19.5K - $20.5K
|
988
$43.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$16.6K - $17.5K
|
500
$21.9K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
276New |
$9.15K - $9.65K
|
276
$12.1K
|
|
|
May 15, 2023
Q1 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
231+ 0.09% |
$7.66K - $8.08K
|
258K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.38% |
$332 - $350
|
2.59K
$114K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-233- 2.87% |
$7.73K - $8.15K
|
7.88K
$346K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-357- 1.25% |
$11.8K - $12.5K
|
28.1K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-582- 1.19% |
$19.3K - $20.3K
|
48.2K
$2.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-694- 2.9% |
$23K - $24.3K
|
23.2K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-757- 3.7% |
$25.1K - $26.5K
|
19.7K
$863K
|
|
|
Apr 26, 2023
Q1 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-2.39K- 10.45% |
$79.3K - $83.6K
|
20.5K
$898K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.6K- 79.61% |
$86.2K - $90.9K
|
666
$29.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.8K- 12.7% |
$92.9K - $97.9K
|
19.3K
$844K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.28K- 1.73% |
$242K - $255K
|
413K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.79K- 21.78% |
$291K - $307K
|
31.6K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-10.2K- 3.43% |
$339K - $357K
|
288K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 50.61% |
$358K - $377K
|
10.5K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.9K- 26.99% |
$429K - $452K
|
35K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-18.3K- 35.75% |
$607K - $640K
|
32.9K
$1.44M
|
|
|
May 04, 2023
Q1 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-102K- 86.27% |
$3.38M - $3.56M
|
16.2K
$711K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-196K- 18.01% |
$6.49M - $6.84M
|
890K
$39M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-295K- 99.6% |
$9.78M - $10.3M
|
1.18K
$51.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-825K- 89.87% |
$27.4M - $28.9M
|
93K
$4.08M
|
|