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 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
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.17K+ 7.41% |
$152K - $173K
|
60.5K
$2.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-820- 4.69% |
$29.8K - $33.9K
|
16.7K
$708K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.65K- 0.67% |
$60K - $68.3K
|
243K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
180K+ 12.27% |
$6.55M - $7.46M
|
1.65M
$70M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.45K- 6.45% |
$89.2K - $102K
|
35.6K
$1.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.78K- 47.5% |
$64.6K - $73.5K
|
1.96K
$83.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
30.8K+ 18.8% |
$1.12M - $1.27M
|
194K
$8.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
278+ 4.23% |
$10.1K - $11.5K
|
6.85K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
13.9K+ 41.53% |
$507K - $577K
|
47.5K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
12+ 0.04% |
$436 - $497
|
33.9K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
14.2K+ 5.27% |
$516K - $588K
|
284K
$12M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-839- 1.39% |
$30.5K - $34.7K
|
59.7K
$2.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
356KNew |
$13M - $14.7M
|
356K
$15.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.04K+ 2.65% |
$74K - $84.3K
|
78.7K
$3.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-4.75K- 1.43% |
$173K - $197K
|
326K
$13.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.77K+ 4.77% |
$319K - $363K
|
193K
$8.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.31K- 36.37% |
$157K - $178K
|
7.54K
$320K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
30+ 1.4% |
$1.09K - $1.24K
|
2.17K
$91.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-78.5K- 99.4% |
$2.86M - $3.25M
|
474
$20.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
5.24K+ 14.81% |
$191K - $217K
|
40.6K
$1.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
45.6K+ 201.22% |
$1.66M - $1.89M
|
68.3K
$2.9M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.46K+ 4.22% |
$89.4K - $102K
|
60.7K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
277KNew |
$10.1M - $11.5M
|
277K
$11.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
138KNew |
$5.02M - $5.71M
|
138K
$5.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-328- 2.91% |
$11.9K - $13.6K
|
11K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-3.98K- 10.26% |
$145K - $165K
|
34.9K
$1.48M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.6KNew |
$1.62M - $1.85M
|
44.6K
$1.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.7K- 19.09% |
$61.8K - $70.4K
|
7.2K
$306K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
89.9K+ 11.8% |
$3.27M - $3.72M
|
852K
$36.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.24% |
$140K - $160K
|
315K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
SELL
|
- |
-27.7K- 13.67% |
$1.01M - $1.15M
|
175K
$7.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$380K - $433K
|
10.5K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
799+ 0.69% |
$29.1K - $33.1K
|
116K
$4.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
194K+ 41.02% |
$7.07M - $8.05M
|
668K
$28.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 15.29% |
$88.6K - $101K
|
18.4K
$780K
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-10.1K- 0.9% |
$367K - $418K
|
1.12M
$47.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-328- 6.79% |
$11.9K - $13.6K
|
4.5K
$191K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.3K- 2.0% |
$47.2K - $53.7K
|
63.6K
$2.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
101K+ 7.34% |
$3.66M - $4.17M
|
1.47M
$62.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.37K+ 1.51% |
$304K - $347K
|
564K
$23.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 142.89% |
$434K - $495K
|
20.3K
$861K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.6K+ 8.16% |
$787K - $896K
|
287K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.53KNew |
$201K - $229K
|
5.53K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.76K+ 6.72% |
$319K - $363K
|
139K
$5.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
222K+ 41.48% |
$8.07M - $9.19M
|
757K
$32.1M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 5.65% |
$817K - $931K
|
420K
$17.8M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.4K- 18.43% |
$859K - $928K
|
99.1K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
184K+ 50.8% |
$7.06M - $7.62M
|
546K
$23.2M
|
|