Purchases and Sales Made in Q1 2022 in ETF Ser Solutions Aptus Collar (ACIO)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Collar (ACIO) during Q1 2022. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS COLLAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03M+ 22.72% |
$31M - $33.8M
|
5.58M
$227M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
111K+ 9.36% |
$3.33M - $3.64M
|
1.3M
$52.8M
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
110K+ 15.95% |
$3.29M - $3.6M
|
800K
$32.5M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
90.4K+ 18.68% |
$2.71M - $2.96M
|
574K
$23.4M
|
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
85.5K+ 40.14% |
$2.56M - $2.8M
|
298K
$12.1M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
53.3KNew |
$1.6M - $1.74M
|
53.3K
$2.17M
|
|
|
Apr 20, 2022
Q1 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
33.4K+ 339.28% |
$1M - $1.09M
|
43.2K
$1.76M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.4K+ 70.25% |
$672K - $733K
|
54.3K
$2.21M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.4KNew |
$670K - $732K
|
22.4K
$910K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
22.1K+ 3640.2% |
$662K - $723K
|
22.7K
$924K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.7KNew |
$650K - $709K
|
21.7K
$882K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
16.1K+ 47.85% |
$482K - $526K
|
49.7K
$2.02M
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
14.8K+ 19.96% |
$443K - $483K
|
88.8K
$3.61M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
9.77K+ 6.87% |
$293K - $320K
|
152K
$6.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.66KNew |
$230K - $251K
|
7.66K
$312K
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.31KNew |
$219K - $239K
|
7.31K
$297K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.13K+ 16.49% |
$214K - $233K
|
50.4K
$2.05M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.73K+ 14.1% |
$81.8K - $89.3K
|
22.1K
$899K
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
866+ 2.29% |
$25.9K - $28.3K
|
38.6K
$1.57M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$59.9 - $65.4
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-26- 0.69% |
$779 - $850
|
3.74K
$152K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-28- 0.97% |
$839 - $916
|
2.86K
$116K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-488- 47.56% |
$14.6K - $16K
|
538
$21.9K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-879- 3.36% |
$26.3K - $28.7K
|
25.3K
$1.03M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.53KClosed |
$75.8K - $82.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.34KClosed |
$190K - $207K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.3K- 15.25% |
$428K - $467K
|
79.4K
$3.23M
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-25.8KClosed |
$772K - $843K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-39KClosed |
$1.17M - $1.27M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.3KClosed |
$1.42M - $1.55M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-94.8K- 22.02% |
$2.84M - $3.1M
|
336K
$13.6M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-580K- 99.9% |
$17.4M - $19M
|
599
$24.4K
|