Purchases and Sales Made in Q2 2023 in ETF Ser Solutions Aptus Drawnd (ADME)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Drawnd (ADME) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
149KNew |
$5.12M - $5.43M
|
149K
$7.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
9.11K+ 18.5% |
$313K - $332K
|
58.4K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
5.69K+ 7.03% |
$195K - $207K
|
86.6K
$4.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.94K+ 15.75% |
$170K - $180K
|
36.3K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.41K+ 3.47% |
$48.5K - $51.4K
|
42K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.35K+ 5.81% |
$46.3K - $49.1K
|
24.6K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
266+ 39.94% |
$9.14K - $9.69K
|
932
$44.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
83New |
$2.85K - $3.02K
|
83
$3.94K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36- 1.39% |
$1.24K - $1.31K
|
2.56K
$121K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-144- 0.73% |
$4.95K - $5.24K
|
19.5K
$928K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-489- 41.44% |
$16.8K - $17.8K
|
691
$32.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-637- 64.47% |
$21.9K - $23.2K
|
351
$16.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.17K- 4.15% |
$40K - $42.4K
|
26.9K
$1.28M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.56K- 17.39% |
$53.6K - $56.9K
|
7.42K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-3.16K- 19.47% |
$108K - $115K
|
13K
$620K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.63K- 18.88% |
$125K - $132K
|
15.6K
$742K
|
|
|
Jul 19, 2023
Q2 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-3.86K- 18.85% |
$133K - $141K
|
16.6K
$789K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.01K- 93.59% |
$138K - $146K
|
275
$13.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.97K- 21.18% |
$171K - $181K
|
18.5K
$879K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.27K- 1.76% |
$250K - $265K
|
406K
$19.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-9.28K- 28.19% |
$319K - $338K
|
23.6K
$1.12M
|
|
|
Jul 17, 2023
Q2 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-9.8K- 18.0% |
$337K - $357K
|
44.6K
$2.12M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-12.4K- 13.29% |
$425K - $450K
|
80.7K
$3.83M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-15K- 10.68% |
$517K - $548K
|
126K
$5.98M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-19K- 60.11% |
$652K - $691K
|
12.6K
$598K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.4K- 44.52% |
$736K - $781K
|
26.7K
$1.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-29.4K- 10.22% |
$1.01M - $1.07M
|
258K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-165K- 29.5% |
$5.68M - $6.02M
|
395K
$18.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-748K- 84.01% |
$25.7M - $27.2M
|
142K
$6.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.42M- 34.92% |
$48.7M - $51.7M
|
2.65M
$126M
|