Latest Institutional Transactions on ETF Ser Solutions Aptus Collar (ACIO)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Collar (ACIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.39K+ 2.07% |
$123K - $140K
|
167K
$7.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-19.3K- 10.33% |
$700K - $797K
|
167K
$7.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
283K+ 7.12% |
$10.3M - $11.7M
|
4.27M
$181M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34.1K- 40.36% |
$1.24M - $1.41M
|
50.4K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.18K+ 17.42% |
$116K - $132K
|
21.4K
$910K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
15.7K+ 35.64% |
$571K - $650K
|
59.8K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.5K+ 10.43% |
$1.84M - $2.09M
|
535K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26M+ 23.35% |
$45.9M - $52.3M
|
6.67M
$283M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
33KNew |
$1.2M - $1.37M
|
33K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
137K+ 2.94% |
$5M - $5.69M
|
4.8M
$204M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.54K- 31.01% |
$92.4K - $105K
|
5.65K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-70K- 58.42% |
$2.55M - $2.9M
|
49.8K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
16.3K+ 312.91% |
$593K - $675K
|
21.5K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-27.3K- 27.58% |
$994K - $1.13M
|
71.8K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-58.3K- 5.5% |
$2.12M - $2.41M
|
1M
$42.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.79K+ 78.95% |
$247K - $281K
|
15.4K
$653K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.14K- 0.54% |
$41.3K - $47.1K
|
211K
$8.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-9.49K- 15.13% |
$345K - $393K
|
53.2K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
5.36KNew |
$195K - $222K
|
5.36K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.5K+ 433.43% |
$1.18M - $1.35M
|
40K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
406+ 9.28% |
$14.8K - $16.8K
|
4.78K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-165- 3.34% |
$6K - $6.83K
|
4.78K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.33K+ 25.25% |
$157K - $179K
|
21.5K
$910K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.6K+ 4.27% |
$713K - $811K
|
478K
$20.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-9.87K- 5.16% |
$359K - $409K
|
181K
$7.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
69K+ 8.95% |
$2.51M - $2.86M
|
840K
$35.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
680+ 22.26% |
$24.7K - $28.2K
|
3.74K
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1KNew |
$39.9K - $45.5K
|
1.1K
$46.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
494New |
$18K - $20.5K
|
494
$21K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.22M+ 9.5% |
$44.3M - $50.4M
|
14M
$595M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
27.8KNew |
$1.01M - $1.15M
|
27.8K
$1.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
678New |
$24.7K - $28.1K
|
678
$28.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-107K- 84.86% |
$3.91M - $4.45M
|
19.2K
$814K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 6.07% |
$638K - $726K
|
306K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
121KNew |
$4.4M - $5.01M
|
121K
$5.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
4.85K+ 2.71% |
$176K - $201K
|
184K
$7.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
49.4K+ 2.55% |
$1.79M - $2.04M
|
1.99M
$84.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.36K+ 9.96% |
$85.8K - $97.7K
|
26.1K
$1.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.67KNew |
$243K - $276K
|
6.67K
$283K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.56KNew |
$238K - $271K
|
6.56K
$278K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
85+ 38.64% |
$3.09K - $3.52K
|
305
$12.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
319+ 1.81% |
$11.6K - $13.2K
|
18K
$763K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.67K- 11.17% |
$60.6K - $69K
|
13.3K
$562K
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
45.5K+ 5.29% |
$1.65M - $1.88M
|
905K
$38.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-10.8K- 75.78% |
$392K - $446K
|
3.45K
$146K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-95- 1.38% |
$3.45K - $3.93K
|
6.77K
$287K
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
35.8K+ 17.81% |
$1.3M - $1.48M
|
237K
$10M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
248K+ 147.76% |
$9.02M - $10.3M
|
416K
$17.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
391+ 1.51% |
$14.2K - $16.2K
|
26.3K
$1.12M
|