Purchases and Sales Made in Q4 2025 in ETF Ser Solutions Aptus Collar (ACIO)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Collar (ACIO) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
223KNew |
$9.62M - $9.95M
|
223K
$9.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
217KNew |
$9.35M - $9.67M
|
217K
$9.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
186K+ 163.7% |
$8M - $8.27M
|
299K
$13M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
154K+ 9.43% |
$6.65M - $6.88M
|
1.79M
$78.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
64.1K+ 6.3% |
$2.76M - $2.85M
|
1.08M
$47.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
63.2K+ 5.96% |
$2.72M - $2.81M
|
1.12M
$49M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
57.2K+ 51.27% |
$2.46M - $2.54M
|
169K
$7.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
56.7KNew |
$2.44M - $2.52M
|
56.7K
$2.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
49K+ 4.92% |
$2.11M - $2.18M
|
1.04M
$45.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
41.4KNew |
$1.78M - $1.84M
|
41.4K
$1.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
26.5K+ 9.05% |
$1.14M - $1.18M
|
319K
$13.9M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
25.1K+ 2.4% |
$1.08M - $1.12M
|
1.07M
$46.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
23.6K+ 151.68% |
$1.02M - $1.05M
|
39.2K
$1.71M
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
15K+ 9.81% |
$646K - $668K
|
168K
$7.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.2K+ 3.94% |
$523K - $541K
|
321K
$14M
|
|
|
Jan 20, 2026
Q4 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
11K+ 4.05% |
$474K - $491K
|
283K
$12.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.8K+ 3.55% |
$379K - $392K
|
257K
$11.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.36K+ 32.28% |
$274K - $283K
|
26.1K
$1.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
5.62KNew |
$242K - $250K
|
5.62K
$245K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4.3KNew |
$185K - $192K
|
4.3K
$188K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
3.44KNew |
$148K - $153K
|
3.44K
$150K
|
|
|
Jan 15, 2026
Q4 2025
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.14K+ 0.94% |
$49K - $50.7K
|
122K
$5.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
271+ 0.51% |
$11.7K - $12.1K
|
53.7K
$2.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
8+ 0.08% |
$344 - $356
|
10.5K
$456K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.41% |
$43.1 - $44.5
|
243
$10.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.02% |
$43.1 - $44.5
|
5.53K
$241K
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-366- 1.42% |
$15.8K - $16.3K
|
25.3K
$1.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.34K- 8.28% |
$57.7K - $59.7K
|
14.9K
$647K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.52K- 1.63% |
$108K - $112K
|
152K
$6.6M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.58K- 4.41% |
$111K - $115K
|
55.9K
$2.44M
|
|
|
Jan 16, 2026
Q4 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-41.9K- 3.72% |
$1.8M - $1.86M
|
1.08M
$47.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-45.9K- 43.28% |
$1.98M - $2.04M
|
60.1K
$2.62M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-122K- 35.27% |
$5.26M - $5.44M
|
224K
$9.77M
|
|