Ifp Advisors, Inc ETF Ser Solutions Aptus Drawnd Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 07, 2023	SELL	$33.14 - $35.49 $35,990 - $38,542	-1,086 Reduced 6.27%	16,230 $563,000
Q3 2022 Nov 08, 2022	BUY	$33.27 - $37.67 $24,187 - $27,386	727 Added 4.38%	17,316 $600,000
Q2 2022 Sep 06, 2022	BUY	$33.76 - $41.15 $560,044 - $682,637	16,589 New	16,589 $574,000
Q2 2022 Aug 12, 2022	SELL	$33.76 - $41.15 $560,044 - $682,637	-16,589 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$38.66 - $43.25 $641,330 - $717,474	16,589 New	16,589 $679,000
Q3 2021 Oct 06, 2021	SELL	$39.43 - $41.54 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$36.94 - $39.75 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$34.98 - $37.02 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$33.06 - $36.07 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$32.37 - $36.13 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	SELL	$27.37 - $32.5 $16,203 - $19,240	-592 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$26.42 - $31.86 $13,474 - $16,248	510 Added 621.95%	592 $17,000
Q4 2019 Jan 17, 2020	BUY	$29.59 - $30.92 $1,509 - $1,576	51 Added 164.52%	82 $3,000
Q3 2019 Nov 07, 2019	BUY	$29.49 - $31.42 $914 - $974	31 New	31 $1,000
Q3 2018 Oct 25, 2018	SELL	$33.32 - $36.95 $8,330 - $9,237	-250 Closed	0 $0
Q2 2017 Jun 03, 2019	SELL	N/A	-250 Reduced 50.0%	250 $7,000
Q1 2017 Jun 03, 2019	BUY	N/A	500	500 $13,000

Others Institutions Holding ADME

# of Institutions

56

Shares Held

5.96M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

2.67M
Shares

$136 Million
1.15% of portfolio
Envestnet Asset Management Inc

542K
Shares

$27.6 Million
0.01% of portfolio
Second Line Capital, LLC Metairie, LA

426K
Shares

$21.7 Million
4.77% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

393K
Shares

$20 Million
1.43% of portfolio
Signal Advisors Wealth, LLC Detroit, MI

275K
Shares

$14 Million
1.27% of portfolio

About ETF SER SOLUTIONS APTUS DRAWND

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