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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.05K- 11.65% |
$41.6K - $43.6K
|
7.99K
$323K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
21.5KNew |
$848K - $888K
|
21.5K
$868K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
37.5K+ 16.07% |
$1.48M - $1.55M
|
271K
$11M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
36.4KNew |
$1.44M - $1.51M
|
36.4K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.9K+ 17.04% |
$468K - $490K
|
81.4K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
76.5K+ 59.43% |
$3.02M - $3.17M
|
205K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
798KNew |
$31.5M - $33M
|
798K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
727New |
$28.7K - $30.1K
|
727
$29.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-241- 7.16% |
$9.52K - $9.97K
|
3.13K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.06M+ 37.41% |
$41.9M - $43.9M
|
3.9M
$158M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19K+ 332.23% |
$750K - $786K
|
24.7K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-557- 0.72% |
$22K - $23K
|
77.1K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-957- 34.57% |
$37.8K - $39.6K
|
1.81K
$73.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.86M+ 28.6% |
$113M - $118M
|
12.9M
$520M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
21.9K+ 170.96% |
$865K - $906K
|
34.7K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-182K- 29.27% |
$7.18M - $7.52M
|
439K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31.6K- 3.7% |
$1.25M - $1.31M
|
823K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
22.7K+ 2.05% |
$895K - $938K
|
1.13M
$45.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
50.2KNew |
$1.98M - $2.08M
|
50.2K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
133K+ 14.83% |
$5.26M - $5.51M
|
1.03M
$41.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.02KNew |
$79.6K - $83.4K
|
2.02K
$81.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
966K+ 22.36% |
$38.1M - $40M
|
5.28M
$214M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-379- 3.4% |
$15K - $15.7K
|
10.8K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
18K+ 3.04% |
$713K - $747K
|
612K
$24.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
258K+ 246.41% |
$10.2M - $10.7M
|
362K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.1KNew |
$43.6K - $45.6K
|
1.1K
$44.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.6KNew |
$576K - $603K
|
14.6K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
782+ 5.15% |
$30.9K - $32.4K
|
16K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-20.6K- 1.06% |
$813K - $851K
|
1.92M
$77.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.52K+ 7.0% |
$179K - $187K
|
69.2K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
892+ 12.94% |
$35.2K - $36.9K
|
7.79K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.58K- 30.57% |
$62.5K - $65.5K
|
3.59K
$145K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
93.5K+ 333.35% |
$3.69M - $3.87M
|
121K
$4.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-593- 0.29% |
$23.4K - $24.5K
|
207K
$8.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.43K+ 42.77% |
$136K - $142K
|
11.5K
$463K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
135K+ 209.51% |
$5.35M - $5.6M
|
200K
$8.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 10.44% |
$4.86M - $5.09M
|
1.3M
$52.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17KNew |
$85.8K - $89.9K
|
2.17K
$87.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.9K+ 13.46% |
$2.05M - $2.15M
|
437K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-190- 2.1% |
$7.51K - $7.86K
|
8.86K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
66.4K+ 74.34% |
$2.62M - $2.75M
|
156K
$6.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9KNew |
$587K - $615K
|
14.9K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
236K+ 1081.7% |
$9.32M - $9.76M
|
258K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
239New |
$9.44K - $9.89K
|
239
$9.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.6K- 4.22% |
$418K - $438K
|
240K
$9.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.34K+ 17.6% |
$52.9K - $55.4K
|
8.94K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.2K+ 0.99% |
$206K - $215K
|
532K
$21.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.23K- 0.95% |
$128K - $134K
|
336K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.59K+ 37.08% |
$221K - $231K
|
20.7K
$836K
|