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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
222K+ 41.48% |
$8.07M - $9.19M
|
757K
$31.3M
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
101K+ 7.34% |
$3.66M - $4.17M
|
1.47M
$61M
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
22.5K+ 5.65% |
$817K - $931K
|
420K
$17.4M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
21.6K+ 8.16% |
$787K - $896K
|
287K
$11.9M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 142.89% |
$434K - $495K
|
20.3K
$840K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
8.76K+ 6.72% |
$319K - $363K
|
139K
$5.76M
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.37K+ 1.51% |
$304K - $347K
|
564K
$23.4M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.53KNew |
$201K - $229K
|
5.53K
$229K
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
331KNew |
$12.7M - $13.7M
|
331K
$13.7M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
294K+ 6.74% |
$11.3M - $12.2M
|
4.67M
$193M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
284K+ 142.1% |
$10.9M - $11.8M
|
484K
$20M
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
216K+ 83.82% |
$8.29M - $8.95M
|
474K
$19.6M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
184K+ 50.8% |
$7.06M - $7.62M
|
546K
$22.6M
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
179K+ 134.35% |
$6.85M - $7.4M
|
311K
$12.9M
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
168KNew |
$6.44M - $6.95M
|
168K
$6.95M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
168K+ 12.89% |
$6.43M - $6.95M
|
1.47M
$60.8M
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
159K+ 25.94% |
$6.09M - $6.57M
|
771K
$31.9M
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
149K+ 1029.38% |
$5.72M - $6.17M
|
164K
$6.77M
|
|
Apr 15, 2025
Q1 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
140K+ 223.68% |
$5.36M - $5.79M
|
202K
$8.37M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
127K+ 2.4% |
$4.86M - $5.25M
|
5.41M
$224M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
127KNew |
$4.86M - $5.25M
|
127K
$5.24M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
124K+ 160.6% |
$4.75M - $5.13M
|
201K
$8.32M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
120KNew |
$4.6M - $4.96M
|
120K
$4.96M
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
87.4K+ 11.31% |
$3.35M - $3.62M
|
860K
$35.6M
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
86.2K+ 2.21% |
$3.31M - $3.57M
|
3.98M
$165M
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
76.6K+ 11.17% |
$2.94M - $3.17M
|
762K
$31.5M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60.3K+ 25242.26% |
$2.31M - $2.5M
|
60.6K
$2.51M
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
58K+ 27.41% |
$2.23M - $2.4M
|
270K
$11.2M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
51.1K+ 440.45% |
$1.96M - $2.12M
|
62.7K
$2.6M
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
42.2K+ 28.33% |
$1.62M - $1.75M
|
191K
$7.91M
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
38.8KNew |
$1.49M - $1.61M
|
38.8K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
38.2K+ 3.39% |
$1.46M - $1.58M
|
1.17M
$48.2M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
35.4KNew |
$1.36M - $1.47M
|
35.4K
$1.46M
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
28.7K+ 2.78% |
$1.1M - $1.19M
|
1.06M
$43.9M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
25.9KNew |
$994K - $1.07M
|
25.9K
$1.07M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23.7KNew |
$909K - $982K
|
23.7K
$981K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
23.7K+ 15.19% |
$907K - $980K
|
179K
$7.42M
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
22.8K+ 6.79% |
$875K - $945K
|
359K
$14.9M
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
22.7KNew |
$870K - $939K
|
22.7K
$938K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 4.92% |
$824K - $890K
|
459K
$19M
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
20.9K+ 14.67% |
$803K - $867K
|
164K
$6.77M
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
19.7K+ 1.03% |
$755K - $815K
|
1.94M
$80.1M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
18.2K+ 6.71% |
$697K - $753K
|
289K
$12M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
17.5KNew |
$671K - $725K
|
17.5K
$724K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17.1KNew |
$657K - $710K
|
17.1K
$709K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
16.8K+ 2.04% |
$644K - $696K
|
840K
$34.7M
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
15.4KNew |
$591K - $639K
|
15.4K
$638K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.3K+ 22.16% |
$588K - $635K
|
84.5K
$3.5M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9K+ 413.69% |
$570K - $616K
|
18.5K
$764K
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
14.2KNew |
$546K - $590K
|
14.2K
$589K
|