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 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-74.1K- 17.63% |
$3.06M - $3.23M
|
346K
$15.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
89+ 0.05% |
$3.67K - $3.88K
|
193K
$8.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.95KNew |
$204K - $216K
|
4.95K
$216K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-597- 2.94% |
$24.6K - $26K
|
19.7K
$859K
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-9.15K- 26.26% |
$378K - $399K
|
25.7K
$1.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
123K+ 18.46% |
$5.09M - $5.38M
|
792K
$34.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
304K+ 40.17% |
$12.5M - $13.3M
|
1.06M
$46.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
164K+ 11.13% |
$6.77M - $7.16M
|
1.64M
$71.4M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.39K+ 2.07% |
$123K - $140K
|
167K
$7.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
121KNew |
$4.4M - $5.01M
|
121K
$5.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
494New |
$18K - $20.5K
|
494
$21.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-107K- 84.86% |
$3.91M - $4.45M
|
19.2K
$836K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.67KNew |
$243K - $276K
|
6.67K
$291K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.36K+ 9.96% |
$85.8K - $97.7K
|
26.1K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
85+ 38.64% |
$3.09K - $3.52K
|
305
$13.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
30+ 1.4% |
$1.09K - $1.24K
|
2.17K
$94.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
356KNew |
$13M - $14.7M
|
356K
$15.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.7K- 19.09% |
$61.8K - $70.4K
|
7.2K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.3K- 2.0% |
$47.2K - $53.7K
|
63.6K
$2.77M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.53KNew |
$201K - $229K
|
5.53K
$241K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-6- 0.07% |
$230 - $249
|
8.43K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103+ 1.32% |
$3.95K - $4.27K
|
7.89K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.4K- 18.43% |
$859K - $928K
|
99.1K
$4.32M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
189New |
$7.25K - $7.83K
|
189
$8.24K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27K- 53.85% |
$1.04M - $1.12M
|
23.2K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6- 0.06% |
$230 - $249
|
10.8K
$469K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.47KNew |
$248K - $268K
|
6.47K
$282K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-13.3K- 90.88% |
$508K - $549K
|
1.33K
$58K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 16.95% |
$38.4K - $41.4K
|
6.9K
$301K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-98- 72.59% |
$3.76K - $4.06K
|
37
$1.61K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
60New |
$2.3K - $2.49K
|
60
$2.61K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.12KNew |
$235K - $254K
|
6.12K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.32KNew |
$204K - $220K
|
5.32K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
22.8K+ 6.79% |
$875K - $945K
|
359K
$15.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.76K+ 5.44% |
$183K - $197K
|
92.3K
$4.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-69.3K- 83.34% |
$2.66M - $2.87M
|
13.9K
$604K
|
|
| Q4 2024 | |||||||
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.67K- 5.7% |
$66K - $69.1K
|
27.6K
$1.2M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
970New |
$38.3K - $40.1K
|
970
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
727New |
$28.7K - $30.1K
|
727
$31.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-241- 7.16% |
$9.52K - $9.97K
|
3.13K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19K+ 332.23% |
$750K - $786K
|
24.7K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17KNew |
$85.8K - $89.9K
|
2.17K
$94.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.04K- 16.91% |
$40.9K - $42.8K
|
5.09K
$222K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
146New |
$5.77K - $6.04K
|
146
$6.36K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.96KNew |
$314K - $329K
|
7.96K
$347K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13K+ 1.89% |
$512K - $536K
|
699K
$30.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22.3K+ 2.04% |
$881K - $923K
|
1.12M
$48.7M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
10+ 0.05% |
$368 - $397
|
21.8K
$951K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-384- 12.29% |
$14.1K - $15.3K
|
2.74K
$119K
|
|