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 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.84KNew |
$238K - $259K
|
6.84K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
13.2KNew |
$460K - $500K
|
13.2K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.63K- 4.48% |
$91.4K - $99.5K
|
56.2K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
209K+ 57.18% |
$7.26M - $7.9M
|
574K
$23.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.29K+ 0.23% |
$44.7K - $48.7K
|
570K
$22.9M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
53.4KNew |
$1.85M - $2.02M
|
53.4K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.06K+ 1.14% |
$71.4K - $77.7K
|
182K
$7.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
BUY
|
- |
66.7KNew |
$2.32M - $2.52M
|
66.7K
$2.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
319K+ 47.42% |
$11.1M - $12.1M
|
993K
$39.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
172K+ 129.41% |
$5.98M - $6.51M
|
305K
$12.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.1KNew |
$524K - $570K
|
15.1K
$606K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.58K- 18.13% |
$124K - $136K
|
16.2K
$650K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
565K+ 6.96% |
$19.6M - $21.4M
|
8.69M
$349M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.53K- 97.24% |
$123K - $133K
|
100
$4.02K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 4.45% |
$56.8K - $61.9K
|
35.1K
$1.41M
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-6.05K- 40.04% |
$210K - $229K
|
9.05K
$364K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19.1K+ 2.42% |
$662K - $721K
|
808K
$32.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
116New |
$4.03K - $4.39K
|
116
$4.66K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-3.5K- 13.83% |
$122K - $132K
|
21.8K
$876K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.79K- 1.82% |
$201K - $219K
|
312K
$12.5M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.42K+ 3.16% |
$119K - $129K
|
112K
$4.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-823- 4.6% |
$28.6K - $31.1K
|
17.1K
$686K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
425New |
$14.8K - $16.1K
|
425
$17.1K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.94K+ 49187.5% |
$129K - $142K
|
3.94K
$158K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
381+ 157.44% |
$12.5K - $13.7K
|
623
$25K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.7KNew |
$154K - $169K
|
4.7K
$189K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.9KNew |
$1.24M - $1.37M
|
37.9K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.11KNew |
$200K - $220K
|
6.11K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.13KNew |
$234K - $257K
|
7.13K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.94KNew |
$260K - $286K
|
7.94K
$319K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-448- 94.32% |
$14.7K - $16.1K
|
27
$1.09K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-346- 0.96% |
$11.3K - $12.5K
|
35.6K
$1.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.76K- 4.61% |
$57.7K - $63.4K
|
36.5K
$1.47M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.75K- 20.86% |
$52K - $58.1K
|
6.63K
$266K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.2KNew |
$274K - $306K
|
9.2K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.2K- 30.36% |
$35.8K - $40K
|
2.76K
$111K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-713- 1.94% |
$21.2K - $23.7K
|
36K
$1.45M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$665K - $697K
|
21.9K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.9K+ 98.84% |
$879K - $921K
|
58.2K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-16.1K- 6.95% |
$489K - $512K
|
215K
$8.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-276K- 68.16% |
$8.38M - $8.79M
|
129K
$5.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259New |
$7.87K - $8.25K
|
259
$10.4K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8KNew |
$352K - $367K
|
11.8K
$475K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
192KNew |
$5.72M - $5.96M
|
192K
$7.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-6.07K- 33.04% |
$181K - $189K
|
12.3K
$494K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.68KNew |
$276K - $293K
|
9.68K
$389K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23+ 0.07% |
$657 - $696
|
31.7K
$1.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-3.12K- 1.18% |
$89K - $94.2K
|
260K
$10.5M
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
604New |
$17K - $18.3K
|
604
$24.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
16.8KNew |
$474K - $510K
|
16.8K
$675K
|
|