Purchases and Sales Made in Q2 2024 in ETF Ser Solutions Aptus Collar (ACIO)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-327- 9.47% |
$11.4K - $12.4K
|
3.13K
$127K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-622- 1.79% |
$21.6K - $23.5K
|
34.1K
$1.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-823- 4.6% |
$28.6K - $31.1K
|
17.1K
$695K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.24K- 20.74% |
$43.1K - $47K
|
4.75K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.64K- 4.45% |
$56.8K - $61.9K
|
35.1K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.63K- 4.48% |
$91.4K - $99.5K
|
56.2K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.44K- 10.33% |
$120K - $130K
|
29.9K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-3.5K- 13.83% |
$122K - $132K
|
21.8K
$887K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.53K- 97.24% |
$123K - $133K
|
100
$4.07K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.58K- 18.13% |
$124K - $136K
|
16.2K
$658K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.99K- 53.99% |
$173K - $189K
|
4.26K
$173K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.79K- 1.82% |
$201K - $219K
|
312K
$12.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-6.05K- 40.04% |
$210K - $229K
|
9.05K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.47K- 37.11% |
$259K - $283K
|
12.7K
$515K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-15.3K- 68.37% |
$530K - $577K
|
7.06K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.5K- 53.98% |
$781K - $850K
|
19.2K
$780K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.1K- 65.85% |
$802K - $874K
|
12K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-267K- 71.85% |
$9.27M - $10.1M
|
105K
$4.25M
|