Purchases and Sales Made in Q1 2024 in ETF Ser Solutions Aptus Enhanc (JUCY)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Enhanc (JUCY) during Q1 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS ENHANC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.2MNew |
N/A
|
5.2M
$0
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.14MNew |
N/A
|
2.14M
$0
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
652KNew |
N/A
|
652K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
288KNew |
N/A
|
288K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
151K+ 671.49% |
N/A
|
173K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
120K+ 28.07% |
N/A
|
549K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
107K+ 7.33% |
N/A
|
1.57M
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
81.2KNew |
N/A
|
81.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
70.2K+ 117.72% |
N/A
|
130K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
70K+ 146.03% |
N/A
|
118K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.7K+ 53.82% |
N/A
|
122K
$0
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
28.7K+ 23.68% |
N/A
|
150K
$0
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.2KNew |
N/A
|
20.2K
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
17.7K+ 23.05% |
N/A
|
94.7K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
17.2K+ 87.82% |
N/A
|
36.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
16K+ 27.06% |
N/A
|
75.3K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
14.9K+ 15.12% |
N/A
|
113K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
12.1K+ 24.57% |
N/A
|
61.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.45KNew |
N/A
|
9.45K
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.61K+ 354.69% |
N/A
|
3.34K
$0
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.06KNew |
N/A
|
2.06K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.97K+ 197000.0% |
N/A
|
1.97K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.97K+ 197000.0% |
N/A
|
1.97K
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
330New |
N/A
|
330
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
193New |
N/A
|
193
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-560- 20.69% |
N/A
|
2.15K
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-819- 7.28% |
N/A
|
10.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.44K- 14.19% |
N/A
|
8.69K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.71K- 91.44% |
N/A
|
347
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-3.99K- 11.44% |
N/A
|
30.8K
$0
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.71K- 24.29% |
N/A
|
14.7K
$0
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.42K- 6.33% |
N/A
|
139K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 10.64% |
N/A
|
94.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.2K- 37.12% |
N/A
|
29.2K
$0
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.9K- 16.97% |
N/A
|
92.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.4K- 1.96% |
N/A
|
1.17M
$0
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-33.2K- 5.59% |
N/A
|
560K
$0
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-47.4K- 9.38% |
N/A
|
458K
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-131K- 43.44% |
N/A
|
171K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-134K- 46.45% |
N/A
|
155K
$0
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-134K- 35.9% |
N/A
|
240K
$0
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-187K- 39.13% |
N/A
|
291K
$0
|