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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
406New |
$16.8K - $17.7K
|
406
$17.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
307K+ 73.75% |
$12.7M - $13.4M
|
723K
$31.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15K- 81.27% |
$619K - $654K
|
3.46K
$151K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 22.24% |
$41.3K - $43.7K
|
3.5K
$153K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-123K- 44.38% |
$5.07M - $5.36M
|
154K
$6.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.47KNew |
$308K - $326K
|
7.47K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
45.6KNew |
$1.88M - $1.99M
|
45.6K
$1.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-17.8K- 37.43% |
$734K - $776K
|
29.7K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 19.58% |
$488K - $516K
|
72.3K
$3.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.57K+ 0.19% |
$64.9K - $68.6K
|
841K
$36.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
66.9K+ 150.15% |
$2.76M - $2.92M
|
111K
$4.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
236+ 0.13% |
$9.74K - $10.3K
|
184K
$8.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.52K- 22.39% |
$62.5K - $66.1K
|
5.25K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$165 - $175
|
6.86K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
23.9K+ 12.31% |
$988K - $1.04M
|
218K
$9.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
274K+ 16.61% |
$11.3M - $12M
|
1.92M
$83.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.3K+ 4.79% |
$468K - $495K
|
248K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.7KNew |
$194K - $205K
|
4.7K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-74- 0.27% |
$3.05K - $3.23K
|
27.7K
$1.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.25KNew |
$299K - $316K
|
7.25K
$316K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
BUY
|
- |
8.61K+ 0.77% |
$355K - $375K
|
1.13M
$49M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
93+ 0.03% |
$3.84K - $4.06K
|
327K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-149- 1.36% |
$6.15K - $6.5K
|
10.8K
$471K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
8.91K+ 21.93% |
$368K - $389K
|
49.5K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.17K- 20.56% |
$131K - $138K
|
12.2K
$533K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-246- 1.37% |
$10.1K - $10.7K
|
17.7K
$773K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
218KNew |
$9M - $9.51M
|
218K
$9.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
25.4K+ 4.5% |
$1.05M - $1.11M
|
590K
$25.7M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.17K- 3.57% |
$89.3K - $94.5K
|
58.5K
$2.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
45.3K+ 66.25% |
$1.87M - $1.97M
|
114K
$4.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-43.4K- 13.75% |
$1.79M - $1.89M
|
272K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.2K- 25.86% |
$379K - $401K
|
26.4K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-747- 3.67% |
$30.8K - $32.6K
|
19.6K
$856K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-134- 1.78% |
$5.53K - $5.85K
|
7.4K
$323K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
15.6KNew |
$643K - $680K
|
15.6K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6+ 0.06% |
$248 - $262
|
10.5K
$456K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.88K+ 145.09% |
$325K - $344K
|
13.3K
$580K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
166K+ 19.5% |
$6.86M - $7.25M
|
1.02M
$44.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.1K+ 7.7% |
$911K - $963K
|
309K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
250+ 1.5% |
$10.3K - $10.9K
|
16.9K
$738K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 0.52% |
$1.03K - $1.09K
|
4.75K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-55.6K- 22.89% |
$2.3M - $2.43M
|
187K
$8.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
90.4K+ 9.99% |
$3.73M - $3.95M
|
996K
$43.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.19K- 11.93% |
$90.5K - $95.7K
|
16.2K
$706K
|
|
|
Oct 16, 2025
Q3 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
5.08K+ 4.38% |
$210K - $222K
|
121K
$5.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-31.9K- 23.15% |
$1.32M - $1.39M
|
106K
$4.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
8.33K+ 2.94% |
$344K - $364K
|
292K
$12.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
413+ 21.04% |
$17K - $18K
|
2.38K
$104K
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
6+ 0.02% |
$248 - $262
|
33.9K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2+ 0.02% |
$82.5 - $87.3
|
13.3K
$578K
|
|