Purchases and Sales Made in Q3 2024 in ETF Ser Solutions Aptus Enhanc (JUCY)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Enhanc (JUCY) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.27MNew |
N/A
|
1.27M
$0
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
362K+ 6.91% |
N/A
|
5.6M
$0
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
152K+ 11.77% |
N/A
|
1.45M
$0
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
126K+ 324.15% |
N/A
|
164K
$0
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
108K+ 4.92% |
N/A
|
2.31M
$0
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
98.3K+ 20.84% |
N/A
|
570K
$0
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
84.4KNew |
N/A
|
84.4K
$0
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
49KNew |
N/A
|
49K
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.9K+ 4.62% |
N/A
|
677K
$0
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
18.5K+ 2.67% |
N/A
|
713K
$0
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16.5K+ 12.42% |
N/A
|
150K
$0
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
14.5K+ 17.24% |
N/A
|
98.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.06K+ 4.18% |
N/A
|
226K
$0
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
8.83K+ 14.5% |
N/A
|
69.7K
$0
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.7K+ 441.45% |
N/A
|
10.7K
$0
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.14K+ 4.04% |
N/A
|
184K
$0
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.46K+ 14.56% |
N/A
|
50.8K
$0
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.06KNew |
N/A
|
6.06K
$0
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.29K+ 16.12% |
N/A
|
38.1K
$0
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.91K+ 0.99% |
N/A
|
501K
$0
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.43K+ 3.05% |
N/A
|
116K
$0
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.38K+ 8.72% |
N/A
|
42.1K
$0
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.2KNew |
N/A
|
3.2K
$0
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.71K+ 2.52% |
N/A
|
110K
$0
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
1.28K+ 9.27% |
N/A
|
15.1K
$0
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.28K+ 7.91% |
N/A
|
17.4K
$0
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
709+ 0.75% |
N/A
|
95.7K
$0
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
561+ 0.66% |
N/A
|
85.1K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
257New |
N/A
|
257
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-11- 0.09% |
N/A
|
11.9K
$0
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.35K- 23.36% |
N/A
|
4.44K
$0
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 1.01% |
N/A
|
148K
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.33K- 9.18% |
N/A
|
23K
$0
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.91K- 11.31% |
N/A
|
38.5K
$0
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-26.8K- 7.96% |
N/A
|
310K
$0
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-28K- 27.8% |
N/A
|
72.8K
$0
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-51.2K- 66.99% |
N/A
|
25.2K
$0
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-78.2K- 9.32% |
N/A
|
761K
$0
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-84.4K- 62.81% |
N/A
|
50K
$0
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-129K- 22.53% |
N/A
|
445K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-130K- 54.35% |
N/A
|
109K
$0
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-173K- 11.24% |
N/A
|
1.36M
$0
|