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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
12.1K+ 56.35% |
$464K - $501K
|
33.6K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
9.35K+ 26.94% |
$359K - $387K
|
44.1K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.58KNew |
$252K - $272K
|
6.58K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.47KNew |
$248K - $268K
|
6.47K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.12KNew |
$235K - $254K
|
6.12K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.78K+ 3.24% |
$222K - $239K
|
184K
$7.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.32KNew |
$204K - $220K
|
5.32K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
5.21KNew |
$200K - $216K
|
5.21K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.87K+ 2.35% |
$187K - $202K
|
212K
$8.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.76K+ 5.44% |
$183K - $197K
|
92.3K
$3.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.78K+ 22.77% |
$145K - $157K
|
20.4K
$843K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.41K+ 22.93% |
$131K - $141K
|
18.3K
$756K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.98K+ 3.93% |
$114K - $124K
|
79K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.57K+ 22.41% |
$98.5K - $106K
|
14K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.36K+ 117.02% |
$90.5K - $97.7K
|
4.37K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.2K+ 17.33% |
$84.5K - $91.3K
|
14.9K
$617K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.95K+ 108.53% |
$74.6K - $80.6K
|
3.74K
$155K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.63K+ 4.49% |
$62.6K - $67.7K
|
38K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.44K+ 8.87% |
$55.2K - $59.6K
|
17.7K
$731K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.36K+ 2.47% |
$52.1K - $56.3K
|
56.3K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.02K+ 49.75% |
$38.9K - $42.1K
|
3.06K
$126K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 16.95% |
$38.4K - $41.4K
|
6.9K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
608+ 7.61% |
$23.3K - $25.2K
|
8.6K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
356+ 7.01% |
$13.7K - $14.7K
|
5.43K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
189New |
$7.25K - $7.83K
|
189
$7.82K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103+ 1.32% |
$3.95K - $4.27K
|
7.89K
$326K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
60New |
$2.3K - $2.49K
|
60
$2.48K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
29+ 1.38% |
$1.11K - $1.2K
|
2.14K
$88.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
13+ 0.04% |
$499 - $539
|
33.9K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22.3K+ 2.04% |
$881K - $923K
|
1.12M
$46.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19K+ 332.23% |
$750K - $786K
|
24.7K
$1.02M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 184.51% |
$547K - $573K
|
21.3K
$883K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13K+ 1.89% |
$512K - $536K
|
699K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.96KNew |
$314K - $329K
|
7.96K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17KNew |
$85.8K - $89.9K
|
2.17K
$89.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
970New |
$38.3K - $40.1K
|
970
$40.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
727New |
$28.7K - $30.1K
|
727
$30.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
146New |
$5.77K - $6.04K
|
146
$6.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 2.02% |
$3.87K - $4.06K
|
4.94K
$205K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446K+ 12.2% |
$16.4M - $17.7M
|
4.1M
$170M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.25KNew |
$340K - $367K
|
9.25K
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$44.6K - $48.1K
|
1.21K
$50.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
10+ 0.05% |
$368 - $397
|
21.8K
$903K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.1KNew |
$524K - $570K
|
15.1K
$624K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
425New |
$14.8K - $16.1K
|
425
$17.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
116New |
$4.03K - $4.39K
|
116
$4.8K
|
|