Raleigh Capital Management Inc. ETF Ser Solutions Aptus Collar Transaction History

Raleigh Capital Management Inc.

$255 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$34.74 - $37.83 $122,527 - $133,426	-3,527 Reduced 97.24%	100 $3,000
Q1 2024 May 13, 2024	BUY	$32.77 - $36.03 $118,856 - $130,680	3,627 New	3,627 $130,000

Others Institutions Holding ACIO

# of Institutions

85

Shares Held

39.1M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

9.99M
Shares

$409 Million
6.33% of portfolio
Integrated Wealth Concepts LLC

4.32M
Shares

$177 Million
2.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$168 Million
0.22% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.84M
Shares

$116 Million
13.44% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.94M
Shares

$79.3 Million
43.81% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
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