Purchases and Sales Made in Q1 2025 in ETF Ser Solutions Aptus Drawnd (ADME)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Drawnd (ADME) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.32M+ 1652.27% |
$58.2M - $64.2M
|
1.4M
$65.6M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.8K+ 22.99% |
$4.12M - $4.55M
|
502K
$23.5M
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
81.8K+ 49.12% |
$3.6M - $3.97M
|
248K
$11.6M
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
69.3KNew |
$3.05M - $3.36M
|
69.3K
$3.24M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
63.8K+ 157.71% |
$2.8M - $3.09M
|
104K
$4.87M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
51.4K+ 54.34% |
$2.26M - $2.49M
|
146K
$6.82M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
40.2KNew |
$1.77M - $1.95M
|
40.2K
$1.88M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
33.6K+ 160.14% |
$1.48M - $1.63M
|
54.6K
$2.55M
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
16.9K+ 10.13% |
$742K - $818K
|
183K
$8.57M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.6KNew |
$731K - $806K
|
16.6K
$777K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.8K+ 6.99% |
$696K - $768K
|
242K
$11.3M
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
15.6K+ 35.8% |
$686K - $757K
|
59.2K
$2.76M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1KNew |
$663K - $732K
|
15.1K
$705K
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
14.9K+ 3.75% |
$657K - $725K
|
414K
$19.3M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
9.71K+ 24.55% |
$427K - $471K
|
49.3K
$2.3M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.59KNew |
$290K - $320K
|
6.59K
$308K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.68K+ 1.52% |
$250K - $275K
|
379K
$17.7M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.52K+ 17.05% |
$242K - $267K
|
37.9K
$1.77M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.89K+ 2.0% |
$171K - $189K
|
199K
$9.29M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.71K+ 14.26% |
$163K - $180K
|
29.7K
$1.39M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 4.7% |
$54.2K - $59.8K
|
27.5K
$1.28M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
820+ 3.49% |
$36K - $39.8K
|
24.3K
$1.14M
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
564+ 3.99% |
$24.8K - $27.4K
|
14.7K
$687K
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
346+ 1.22% |
$15.2K - $16.8K
|
28.7K
$1.34M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
344New |
$15.1K - $16.7K
|
344
$16.1K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
273+ 0.66% |
$12K - $13.2K
|
41.9K
$1.96M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
262+ 1.33% |
$11.5K - $12.7K
|
19.9K
$929K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
236New |
$10.4K - $11.4K
|
236
$11K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
225New |
$9.89K - $10.9K
|
225
$10.5K
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
123+ 0.56% |
$5.41K - $5.97K
|
22K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-15- 0.1% |
$659 - $728
|
15.2K
$708K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20- 0.66% |
$879 - $970
|
3K
$140K
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-80- 0.35% |
$3.52K - $3.88K
|
23.1K
$1.08M
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-119- 1.13% |
$5.23K - $5.77K
|
10.4K
$486K
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-480- 0.58% |
$21.1K - $23.3K
|
81.7K
$3.82M
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-702- 1.75% |
$30.9K - $34K
|
39.4K
$1.84M
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.35K- 21.35% |
$59.2K - $65.4K
|
4.97K
$232K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.07K- 90.76% |
$91.1K - $100K
|
211
$9.86K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-8.51K- 30.02% |
$374K - $413K
|
19.8K
$927K
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-14K- 5.84% |
$616K - $679K
|
226K
$10.6M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14.3K- 34.24% |
$630K - $695K
|
27.5K
$1.29M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-71.6K- 2.69% |
$3.15M - $3.47M
|
2.59M
$121M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-271K- 98.6% |
$11.9M - $13.2M
|
3.85K
$180K
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.31M- 93.51% |
$57.7M - $63.7M
|
91.2K
$4.26M
|