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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
83.8KNew |
$3.08M - $3.33M
|
83.8K
$3.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.25KNew |
$340K - $367K
|
9.25K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
16.6KNew |
$611K - $660K
|
16.6K
$640K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446K+ 12.2% |
$16.4M - $17.7M
|
4.1M
$158M
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.1KNew |
$524K - $570K
|
15.1K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.53K- 97.24% |
$123K - $133K
|
100
$3.86K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
116New |
$4.03K - $4.39K
|
116
$4.47K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.79K- 1.82% |
$201K - $219K
|
312K
$12M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
425New |
$14.8K - $16.1K
|
425
$16.4K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
381+ 157.44% |
$12.5K - $13.7K
|
623
$24K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.11KNew |
$200K - $220K
|
6.11K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.7KNew |
$154K - $169K
|
4.7K
$181K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.13KNew |
$234K - $257K
|
7.13K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.94KNew |
$260K - $286K
|
7.94K
$306K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-448- 94.32% |
$14.7K - $16.1K
|
27
$1.04K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-346- 0.96% |
$11.3K - $12.5K
|
35.6K
$1.37M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.2KNew |
$274K - $306K
|
9.2K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.75K- 20.86% |
$52K - $58.1K
|
6.63K
$256K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-713- 1.94% |
$21.2K - $23.7K
|
36K
$1.39M
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$665K - $697K
|
21.9K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.9K+ 98.84% |
$879K - $921K
|
58.2K
$2.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-276K- 68.16% |
$8.38M - $8.79M
|
129K
$4.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
259New |
$7.87K - $8.25K
|
259
$9.99K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
192KNew |
$5.72M - $5.96M
|
192K
$7.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.8KNew |
$352K - $367K
|
11.8K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-6.07K- 33.04% |
$181K - $189K
|
12.3K
$474K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.68KNew |
$276K - $293K
|
9.68K
$373K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23+ 0.07% |
$657 - $696
|
31.7K
$1.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-3.12K- 1.18% |
$89K - $94.2K
|
260K
$10M
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
16.8KNew |
$474K - $510K
|
16.8K
$648K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.33KNew |
$37.4K - $40.3K
|
1.33K
$51.2K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.19K- 10.25% |
$61.5K - $68.7K
|
19.2K
$739K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7+ 0.19% |
$197 - $221
|
3.74K
$144K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.13KNew |
$59.8K - $67.1K
|
2.13K
$82K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-402- 14.08% |
$11.3K - $12.7K
|
2.45K
$94.7K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
7.31KNew |
$219K - $239K
|
7.31K
$282K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.34KClosed |
$190K - $207K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.86KClosed |
$254K - $267K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-7.55KClosed |
$204K - $214K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5KClosed |
$274K - $292K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.3KClosed |
$349K - $371K
|
0
$0
|
|