Latest Institutional Purchases of ETF Ser Solutions Aptus Collar (ACIO)
This list provides information on the latest institutional transactions involving ETF Ser Solutions Aptus Collar (ACIO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.37MNew |
$173M - $181M
|
4.37M
$179M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
335K+ 36.05% |
$13.2M - $13.9M
|
1.27M
$51.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
299K+ 33.39% |
$11.8M - $12.4M
|
1.19M
$48.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
236K+ 1081.7% |
$9.32M - $9.76M
|
258K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
212KNew |
$8.36M - $8.76M
|
212K
$8.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
198K+ 134.25% |
$7.83M - $8.2M
|
346K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
149K+ 27.85% |
$5.9M - $6.18M
|
686K
$28.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
94.3K+ 13.91% |
$3.73M - $3.9M
|
773K
$31.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
87.5KNew |
$3.46M - $3.62M
|
87.5K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
83.2KNew |
$3.28M - $3.44M
|
83.2K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
77.2KNew |
$3.05M - $3.19M
|
77.2K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
70.2K+ 89.04% |
$2.77M - $2.9M
|
149K
$6.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
66.4K+ 74.34% |
$2.62M - $2.75M
|
156K
$6.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
35.9K+ 40.88% |
$1.42M - $1.48M
|
124K
$5.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
35.8K+ 134.35% |
$1.42M - $1.48M
|
62.5K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
27.4K+ 23.71% |
$1.08M - $1.13M
|
143K
$5.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
26.3K+ 24.63% |
$1.04M - $1.09M
|
133K
$5.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22.3K+ 2.04% |
$881K - $923K
|
1.12M
$45.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
15.2KNew |
$600K - $629K
|
15.2K
$622K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.9KNew |
$587K - $615K
|
14.9K
$608K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13K+ 1.89% |
$512K - $536K
|
699K
$28.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.5K+ 4.22% |
$375K - $393K
|
234K
$9.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.96KNew |
$314K - $329K
|
7.96K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.32K+ 93.27% |
$289K - $303K
|
15.2K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.9KNew |
$233K - $244K
|
5.9K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.59K+ 37.08% |
$221K - $231K
|
20.7K
$846K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.2K+ 0.99% |
$206K - $215K
|
532K
$21.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.08KNew |
$201K - $210K
|
5.08K
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.67K+ 67.21% |
$184K - $193K
|
11.6K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.34K+ 2.96% |
$132K - $138K
|
116K
$4.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.02K+ 2.73% |
$79.8K - $83.5K
|
76K
$3.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.79KNew |
$70.8K - $74.2K
|
1.79K
$73.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.34K+ 17.6% |
$52.9K - $55.4K
|
8.94K
$366K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
847+ 0.48% |
$33.5K - $35K
|
178K
$7.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
239New |
$9.44K - $9.89K
|
239
$9.78K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
146New |
$5.77K - $6.04K
|
146
$5.97K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
135New |
$5.33K - $5.59K
|
135
$5.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
98+ 2.02% |
$3.87K - $4.06K
|
4.94K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
19+ 0.91% |
$751 - $786
|
2.11K
$86.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4M+ 48.14% |
$51.7M - $55.8M
|
4.32M
$177M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.31M+ 15.05% |
$48.1M - $51.9M
|
9.99M
$409M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
608K+ 4592.93% |
$22.4M - $24.1M
|
621K
$25.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446K+ 12.2% |
$16.4M - $17.7M
|
4.1M
$168M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
186K+ 18.69% |
$6.83M - $7.37M
|
1.18M
$48.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
158K+ 27.58% |
$5.83M - $6.29M
|
733K
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
126K+ 4.63% |
$4.63M - $4.99M
|
2.84M
$116M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
83.8KNew |
$3.08M - $3.33M
|
83.8K
$3.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.2K+ 26.3% |
$2.95M - $3.19M
|
385K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
77.6KNew |
$2.86M - $3.08M
|
77.6K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
72.6K+ 129.31% |
$2.67M - $2.89M
|
129K
$5.27M
|
|