Waterloo Capital, L.P. ETF Ser Solutions Aptus Collar Call Options Transaction History

Waterloo Capital, L.P.

$833 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding ACIO

# of Institutions

78

Shares Held

34.5M

Call Options Held

0

Put Options Held

0

Aptus Capital Advisors, LLC

8.69M
Shares

$343 Million
6.25% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

4.1M
Shares

$162 Million
0.22% of portfolio
Integrated Wealth Concepts LLC

2.92M
Shares

$115 Million
1.56% of portfolio
Guardian Wealth Advisors, LLC Raleigh, NC

2.71M
Shares

$107 Million
13.52% of portfolio
Brogan Financial, Inc. Knoxville, TN

1.89M
Shares

$74.6 Million
44.78% of portfolio

About ETF SER SOLUTIONS APTUS COLLAR

Ticker ACIO
Sector ETFs
Industry ETFs

More about ACIO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterloo Capital, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Waterloo Capital, L.P. with notifications on news.