Latest Institutional Transactions on ETF Ser Solutions Aptus Collar (ACIO)
This table provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Collar (ACIO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-43.9K- 73.49% |
$1.81M - $1.92M
|
15.8K
$690K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
328+ 48.38% |
$13.5K - $14.3K
|
1.01K
$43.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-880- 0.42% |
$36.3K - $38.4K
|
210K
$9.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.4K+ 14.72% |
$2.9M - $3.07M
|
549K
$23.9M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
31.6K+ 10.32% |
$1.3M - $1.38M
|
338K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.7K+ 9.86% |
$566K - $599K
|
153K
$6.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-235K- 1.68% |
$9.71M - $10.3M
|
13.8M
$601M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.63K- 5.13% |
$232K - $246K
|
104K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
5.58K+ 670.23% |
$230K - $244K
|
6.42K
$280K
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-2.36K- 68.41% |
$97.3K - $103K
|
1.09K
$47.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
22.9K+ 3.35% |
$944K - $998K
|
706K
$30.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-421- 7.45% |
$17.4K - $18.4K
|
5.23K
$228K
|
|
|
Nov 10, 2025
Q3 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-3.54K- 4.49% |
$146K - $154K
|
75.2K
$3.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
406New |
$16.8K - $17.7K
|
406
$17.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
307K+ 73.75% |
$12.7M - $13.4M
|
723K
$31.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15K- 81.27% |
$619K - $654K
|
3.46K
$151K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1K- 22.24% |
$41.3K - $43.7K
|
3.5K
$153K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.47KNew |
$308K - $326K
|
7.47K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
45.6KNew |
$1.88M - $1.99M
|
45.6K
$1.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-17.8K- 37.43% |
$734K - $776K
|
29.7K
$1.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 19.58% |
$488K - $516K
|
72.3K
$3.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.57K+ 0.19% |
$64.9K - $68.6K
|
841K
$36.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
66.9K+ 150.15% |
$2.76M - $2.92M
|
111K
$4.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
236+ 0.13% |
$9.74K - $10.3K
|
184K
$8.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$165 - $175
|
6.86K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1.52K- 22.39% |
$62.5K - $66.1K
|
5.25K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
23.9K+ 12.31% |
$988K - $1.04M
|
218K
$9.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-74- 0.27% |
$3.05K - $3.23K
|
27.7K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.7KNew |
$194K - $205K
|
4.7K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.3K+ 4.79% |
$468K - $495K
|
248K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
274K+ 16.61% |
$11.3M - $12M
|
1.92M
$83.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
93+ 0.03% |
$3.84K - $4.06K
|
327K
$14.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.25KNew |
$299K - $316K
|
7.25K
$316K
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
BUY
|
- |
8.61K+ 0.77% |
$355K - $375K
|
1.13M
$49M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-149- 1.36% |
$6.15K - $6.5K
|
10.8K
$471K
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
8.91K+ 21.93% |
$368K - $389K
|
49.5K
$2.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.17K- 20.56% |
$131K - $138K
|
12.2K
$533K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-246- 1.37% |
$10.1K - $10.7K
|
17.7K
$773K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
25.4K+ 4.5% |
$1.05M - $1.11M
|
590K
$25.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
45.3K+ 66.25% |
$1.87M - $1.97M
|
114K
$4.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-43.4K- 13.75% |
$1.79M - $1.89M
|
272K
$11.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-9.2K- 25.86% |
$379K - $401K
|
26.4K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-134- 1.78% |
$5.53K - $5.85K
|
7.4K
$323K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-747- 3.67% |
$30.8K - $32.6K
|
19.6K
$856K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
15.6KNew |
$643K - $680K
|
15.6K
$679K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.88K+ 145.09% |
$325K - $344K
|
13.3K
$580K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 0.52% |
$1.03K - $1.09K
|
4.75K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
250+ 1.5% |
$10.3K - $10.9K
|
16.9K
$738K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
22.1K+ 7.7% |
$911K - $963K
|
309K
$13.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-55.6K- 22.89% |
$2.3M - $2.43M
|
187K
$8.17M
|
|