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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.9K+ 48.9% |
$916K - $988K
|
75.7K
$3.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
139K+ 25.86% |
$5.13M - $5.54M
|
678K
$27.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.12KNew |
$225K - $243K
|
6.12K
$249K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
20.4K+ 9.98% |
$751K - $810K
|
225K
$9.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
24.5K+ 26.9% |
$900K - $972K
|
115K
$4.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
7+ 0.02% |
$258 - $278
|
34.1K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
36.8K+ 87.49% |
$1.35M - $1.46M
|
78.8K
$3.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
BUY
|
- |
34.9K+ 4.06% |
$1.29M - $1.39M
|
894K
$36.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10.2K+ 10.58% |
$376K - $405K
|
107K
$4.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21.7K+ 4.29% |
$797K - $861K
|
527K
$21.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446K+ 12.2% |
$16.4M - $17.7M
|
4.1M
$167M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
349+ 4.66% |
$12.9K - $13.9K
|
7.84K
$319K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
339KNew |
$12.5M - $13.5M
|
339K
$13.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 2.11% |
$3.68K - $3.97K
|
4.85K
$197K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
21.7K+ 32.94% |
$800K - $864K
|
87.7K
$3.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
930KNew |
$34.2M - $37M
|
930K
$37.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.6K+ 61.81% |
$978K - $1.06M
|
69.5K
$2.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
141K+ 1990.88% |
$5.18M - $5.59M
|
148K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
12.4K+ 86.9% |
$457K - $493K
|
26.7K
$1.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
59.4K+ 9.46% |
$2.19M - $2.36M
|
686K
$27.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.86K+ 7.47% |
$105K - $114K
|
41.2K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
40K+ 3.79% |
$1.47M - $1.59M
|
1.09M
$44.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
101K+ 23.31% |
$3.73M - $4.03M
|
536K
$21.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
90+ 4.5% |
$3.31K - $3.58K
|
2.09K
$85K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
19.7K+ 12.48% |
$724K - $781K
|
177K
$7.21M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
350New |
$12.2K - $13.2K
|
350
$14.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-267K- 71.85% |
$9.27M - $10.1M
|
105K
$4.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.1KNew |
$524K - $570K
|
15.1K
$613K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.53K- 97.24% |
$123K - $133K
|
100
$4.07K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 4.45% |
$56.8K - $61.9K
|
35.1K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-6.05K- 40.04% |
$210K - $229K
|
9.05K
$368K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
116New |
$4.03K - $4.39K
|
116
$4.72K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.79K- 1.82% |
$201K - $219K
|
312K
$12.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
425New |
$14.8K - $16.1K
|
425
$17.3K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
381+ 157.44% |
$12.5K - $13.7K
|
623
$25.3K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.11KNew |
$200K - $220K
|
6.11K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.9KNew |
$1.24M - $1.37M
|
37.9K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.7KNew |
$154K - $169K
|
4.7K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.13KNew |
$234K - $257K
|
7.13K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.94KNew |
$260K - $286K
|
7.94K
$323K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-448- 94.32% |
$14.7K - $16.1K
|
27
$1.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-346- 0.96% |
$11.3K - $12.5K
|
35.6K
$1.45M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.2KNew |
$274K - $306K
|
9.2K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.75K- 20.86% |
$52K - $58.1K
|
6.63K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-713- 1.94% |
$21.2K - $23.7K
|
36K
$1.46M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$665K - $697K
|
21.9K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.9K+ 98.84% |
$879K - $921K
|
58.2K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-16.1K- 6.95% |
$489K - $512K
|
215K
$8.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-276K- 68.16% |
$8.38M - $8.79M
|
129K
$5.24M
|
|