Latest Institutional Purchases of ETF Ser Solutions Aptus Collar (ACIO)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Collar (ACIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.26M+ 23.35% |
$45.9M - $52.3M
|
6.67M
$283M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.22M+ 9.5% |
$44.3M - $50.4M
|
14M
$595M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
356KNew |
$13M - $14.7M
|
356K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
283K+ 7.12% |
$10.3M - $11.7M
|
4.27M
$181M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
277KNew |
$10.1M - $11.5M
|
277K
$11.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
248K+ 147.76% |
$9.02M - $10.3M
|
416K
$17.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
222K+ 41.48% |
$8.07M - $9.19M
|
757K
$32.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
194K+ 41.02% |
$7.07M - $8.05M
|
668K
$28.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
180K+ 12.27% |
$6.55M - $7.46M
|
1.65M
$70M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
166K+ 19.81% |
$6.05M - $6.89M
|
1.01M
$42.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
138KNew |
$5.02M - $5.71M
|
138K
$5.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
137K+ 2.94% |
$5M - $5.69M
|
4.8M
$204M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
121KNew |
$4.4M - $5.01M
|
121K
$5.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
101K+ 7.34% |
$3.66M - $4.17M
|
1.47M
$62.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
89.9K+ 11.8% |
$3.27M - $3.72M
|
852K
$36.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
69K+ 8.95% |
$2.51M - $2.86M
|
840K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.5K+ 10.43% |
$1.84M - $2.09M
|
535K
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
49.4K+ 2.55% |
$1.79M - $2.04M
|
1.99M
$84.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
45.6K+ 201.22% |
$1.66M - $1.89M
|
68.3K
$2.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
45.5K+ 5.29% |
$1.65M - $1.88M
|
905K
$38.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.6KNew |
$1.62M - $1.85M
|
44.6K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
35.8K+ 17.81% |
$1.3M - $1.48M
|
237K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
33KNew |
$1.2M - $1.37M
|
33K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.5K+ 433.43% |
$1.18M - $1.35M
|
40K
$1.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
30.8K+ 18.8% |
$1.12M - $1.27M
|
194K
$8.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
27.8KNew |
$1.01M - $1.15M
|
27.8K
$1.18M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 5.65% |
$817K - $931K
|
420K
$17.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.6K+ 8.16% |
$787K - $896K
|
287K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.6K+ 4.27% |
$713K - $811K
|
478K
$20.3M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.5K+ 6.07% |
$638K - $726K
|
306K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
16.3K+ 312.91% |
$593K - $675K
|
21.5K
$913K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
15.7K+ 35.64% |
$571K - $650K
|
59.8K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
14.2K+ 5.27% |
$516K - $588K
|
284K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
13.9K+ 41.53% |
$507K - $577K
|
47.5K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 142.89% |
$434K - $495K
|
20.3K
$861K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.5KNew |
$380K - $433K
|
10.5K
$444K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
8.77K+ 4.77% |
$319K - $363K
|
193K
$8.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.76K+ 6.72% |
$319K - $363K
|
139K
$5.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.37K+ 1.51% |
$304K - $347K
|
564K
$23.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.79K+ 78.95% |
$247K - $281K
|
15.4K
$653K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.67KNew |
$243K - $276K
|
6.67K
$283K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.56KNew |
$238K - $271K
|
6.56K
$278K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.53KNew |
$201K - $229K
|
5.53K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
5.36KNew |
$195K - $222K
|
5.36K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
5.24K+ 14.81% |
$191K - $217K
|
40.6K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
4.85K+ 2.71% |
$176K - $201K
|
184K
$7.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.33K+ 25.25% |
$157K - $179K
|
21.5K
$910K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.17K+ 7.41% |
$152K - $173K
|
60.5K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.85K+ 1.24% |
$140K - $160K
|
315K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.39K+ 2.07% |
$123K - $140K
|
167K
$7.08M
|