Purchases and Sales Made in Q2 2024 in ETF Ser Solutions Aptus Collar (ACIO)

ACIO Quotes by TradingView

This table provides information about the institutional ownership of ETF Ser Solutions Aptus Collar (ACIO) during Q2 2024. 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
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.53M
+ 224.41%
$87.7M - $95.5M
3.65M $149M
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
1.57M
+ 116.66%
$54.5M - $59.4M
2.92M $119M
Jul 19, 2024 Q2 2024
Clarus Group, Inc.

BUY
 -
851K
+ 10150.65%
$29.6M - $32.2M
860K $35M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
627K
New
$21.8M - $23.7M
627K $25.5M
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
565K
+ 6.96%
$19.6M - $21.4M
8.69M $353M
Aug 14, 2024 Q2 2024
Bienville Capital Management, LLC

New York, NY
BUY
 -
521K
+ 144.42%
$18.1M - $19.7M
881K $35.9M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
319K
+ 47.42%
$11.1M - $12.1M
993K $40.4M
Jul 02, 2024 Q2 2024
Park Place Capital Corp

Birmingham, AL
BUY
 -
313K
+ 255.77%
$10.9M - $11.8M
435K $17.7M
Jul 12, 2024 Q2 2024
Sunburst Financial Group, LLC

BUY
 -
248K
+ 85.03%
$8.6M - $9.37M
539K $21.9M
Aug 12, 2024 Q2 2024
Mai Capital Management

BUY
 -
209K
+ 57.18%
$7.26M - $7.9M
574K $23.4M
Jul 25, 2024 Q2 2024
Financial Guidance Group, Inc.

BUY
 -
90.9K
New
$3.16M - $3.44M
90.9K $3.7M
Aug 14, 2024 Q2 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
86.4K
+ 3.29%
$3M - $3.27M
2.71M $110M
Jul 24, 2024 Q2 2024
True Wealth Advisors, LLC

BUY
 -
73.9K
+ 18.26%
$2.57M - $2.8M
479K $19.5M
Aug 09, 2024 Q2 2024
Renasant Bank

BUY
 -
66.7K
New
$2.32M - $2.52M
66.7K $2.71M
Jul 19, 2024 Q2 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
66K
New
$2.29M - $2.5M
66K $2.68M
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
63.3K
+ 47.15%
$2.2M - $2.39M
198K $8.04M
Aug 16, 2024 Q2 2024
Second Line Capital, LLC

Metairie, LA
BUY
 -
62.8K
+ 6.22%
$2.18M - $2.38M
1.07M $43.6M
Aug 09, 2024 Q2 2024
True Vision Mn LLC

Woodbury, MN
BUY
 -
53.4K
New
$1.85M - $2.02M
53.4K $2.17M
Jul 29, 2024 Q2 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
40.1K
+ 371.36%
$1.39M - $1.52M
50.9K $2.07M
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
31K
+ 17.84%
$1.08M - $1.17M
204K $8.32M
Aug 13, 2024 Q2 2024
Brogan Financial, Inc.

Knoxville, TN
BUY
 -
26.6K
+ 1.43%
$924K - $1.01M
1.89M $76.8M
Jul 31, 2024 Q2 2024
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
25.6K
+ 156.27%
$891K - $970K
42K $1.71M
Jul 25, 2024 Q2 2024
First Heartland Consultants, Inc.

BUY
 -
19.1K
+ 2.42%
$662K - $721K
808K $32.8M
Jul 09, 2024 Q2 2024
Cwm, LLC

BUY
 -
16K
+ 11.34%
$558K - $607K
158K $6.41M
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
15.1K
New
$524K - $570K
15.1K $613K
Jul 08, 2024 Q2 2024
Sugarloaf Wealth Management, LLC

BUY
 -
14.5K
+ 1.4%
$505K - $550K
1.05M $42.9M
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
14.3K
New
$496K - $540K
14.3K $581K
Aug 13, 2024 Q2 2024
Delta Investment Management, LLC

BUY
 -
13.2K
New
$460K - $500K
13.2K $538K
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
12.9K
+ 28.61%
$449K - $488K
58K $2.36M
Aug 13, 2024 Q2 2024
Orion Portfolio Solutions, LLC

BUY
 -
12.4K
+ 92.44%
$430K - $469K
25.8K $1.05M
Aug 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
10K
+ 30.36%
$348K - $379K
43K $1.75M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
6.84K
New
$238K - $259K
6.84K $278K
Jul 12, 2024 Q2 2024
Compass Ion Advisors, LLC

BUY
 -
6.2K
+ 1.24%
$215K - $234K
505K $20.5M
Jul 19, 2024 Q2 2024
Mbe Wealth Management, LLC

BUY
 -
4.89K
+ 5.34%
$170K - $185K
96.4K $3.92M
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
4.39K
+ 70.9%
$153K - $166K
10.6K $431K
Jul 22, 2024 Q2 2024
One Plus One Wealth Management, LLC

BUY
 -
3.42K
+ 3.16%
$119K - $129K
112K $4.54M
Aug 13, 2024 Q2 2024
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
2.72K
+ 42.98%
$94.5K - $103K
9.05K $368K
Aug 13, 2024 Q2 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
2.08K
+ 4.18%
$72.4K - $78.8K
52K $2.11M
Aug 09, 2024 Q2 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.06K
+ 1.14%
$71.4K - $77.7K
182K $7.41M
Jul 09, 2024 Q2 2024
Northwest Capital Management Inc

BUY
 -
2K
New
$69.4K - $75.6K
2K $81.3K
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
1.75K
+ 4.79%
$60.8K - $66.2K
38.3K $1.56M
Aug 12, 2024 Q2 2024
Waterloo Capital, L.P.

Austin, TX
BUY
 -
1.29K
+ 0.23%
$44.7K - $48.7K
570K $23.2M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.28K
+ 127900.0%
$44.4K - $48.4K
1.28K $52.1K
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
925
+ 14.08%
$32.1K - $35K
7.49K $305K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
425
New
$14.8K - $16.1K
425 $17.3K
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
350
New
$12.2K - $13.2K
350 $14.2K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
242
New
$8.41K - $9.15K
242 $9.84K
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
116
New
$4.03K - $4.39K
116 $4.72K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0

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