Fermata Advisors, LLC ETF Ser Solutions Aptus Collar Transaction History

Fermata Advisors, LLC

$335 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	SELL	$38.36 - $41.43 $2.66 Million - $2.87 Million	-69,308 Reduced 83.34%	13,853 $534,000
Q4 2024 Jan 14, 2025	BUY	$39.5 - $41.38 $3.28 Million - $3.44 Million	83,161 New	83,161 $3.35 Million

Others Institutions Holding ACIO

# of Institutions

121

Shares Held

58.6M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

14M
Shares

$595 Million
5.2% of portfolio
Integrated Wealth Concepts LLC

6.67M
Shares

$283 Million
2.99% of portfolio
Raymond James Financial Inc St. Petersburg, FL

4.8M
Shares

$204 Million
0.07% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

4.27M
Shares

$181 Million
13.33% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$174 Million
0.22% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

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