Purchases and Sales Made in Q1 2024 in ETF Ser Solutions Aptus Drawnd (ADME)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Drawnd (ADME) during Q1 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS DRAWND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
33.4K+ 1.74% |
$1.26M - $1.4M
|
1.95M
$90.3M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.4KNew |
$1M - $1.11M
|
26.4K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.1K+ 121.01% |
$950K - $1.05M
|
45.8K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.8KNew |
$448K - $497K
|
11.8K
$549K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.76KNew |
$294K - $326K
|
7.76K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.56K+ 4.67% |
$286K - $317K
|
169K
$7.84M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.03K+ 2.76% |
$228K - $253K
|
224K
$10.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.91KNew |
$186K - $206K
|
4.91K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.68K+ 49.39% |
$177K - $197K
|
14.2K
$656K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.4K+ 10.83% |
$53.1K - $58.9K
|
14.4K
$666K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.35K+ 0.38% |
$51K - $56.5K
|
356K
$16.5M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.05K+ 4.23% |
$39.7K - $44K
|
25.8K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
646+ 6.01% |
$24.5K - $27.1K
|
11.4K
$528K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
284+ 242.74% |
$10.8K - $11.9K
|
401
$18.6K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
255New |
$9.66K - $10.7K
|
255
$11.8K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
218+ 0.37% |
$8.26K - $9.16K
|
58.7K
$2.72M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
59New |
$2.23K - $2.48K
|
59
$2.73K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
13+ 0.1% |
$492 - $546
|
13.6K
$631K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$37.9 - $42
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4- 0.16% |
$152 - $168
|
2.54K
$118K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130- 2.71% |
$4.92K - $5.46K
|
4.66K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-230- 1.29% |
$8.71K - $9.66K
|
17.7K
$818K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-507- 7.0% |
$19.2K - $21.3K
|
6.73K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-597- 82.12% |
$22.6K - $25.1K
|
130
$6.03K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-852- 24.73% |
$32.3K - $35.8K
|
2.59K
$120K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.08K- 15.4% |
$155K - $171K
|
22.4K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5.22K- 4.85% |
$198K - $219K
|
102K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.57K- 2.55% |
$211K - $234K
|
213K
$9.86M
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-6.66K- 15.31% |
$252K - $280K
|
36.9K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.54K- 19.88% |
$286K - $317K
|
30.4K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11.8K- 16.07% |
$445K - $494K
|
61.4K
$2.84M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.2K- 48.48% |
$537K - $596K
|
15.1K
$699K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-26.3K- 48.77% |
$994K - $1.1M
|
27.6K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-51.1K- 89.06% |
$1.93M - $2.14M
|
6.27K
$291K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-73.9K- 26.57% |
$2.8M - $3.1M
|
204K
$9.46M
|