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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.04K+ 6.77% |
$167K - $176K
|
63.8K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.22K+ 14.96% |
$133K - $141K
|
24.7K
$1.08M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.66K+ 10.74% |
$68.3K - $72.3K
|
17.1K
$744K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.57K+ 0.19% |
$64.9K - $68.6K
|
841K
$36.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
843+ 3.93% |
$34.8K - $36.8K
|
22.3K
$971K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
413+ 21.04% |
$17K - $18K
|
2.38K
$104K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
406New |
$16.8K - $17.7K
|
406
$17.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
406New |
$16.8K - $17.7K
|
406
$17.7K
|
|
|
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
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
308New |
$12.7K - $13.4K
|
308
$13.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
293+ 4.47% |
$12.1K - $12.8K
|
6.85K
$298K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
250+ 1.5% |
$10.3K - $10.9K
|
16.9K
$738K
|
|
|
Nov 13, 2025
Q3 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
240+ 6.43% |
$9.9K - $10.5K
|
3.98K
$173K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
236+ 0.13% |
$9.74K - $10.3K
|
184K
$8.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
93+ 0.03% |
$3.84K - $4.06K
|
327K
$14.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
89+ 0.05% |
$3.67K - $3.88K
|
193K
$8.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10+ 0.07% |
$413 - $436
|
13.7K
$598K
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
6+ 0.02% |
$248 - $262
|
33.9K
$1.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4+ 0.06% |
$165 - $175
|
6.86K
$299K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2+ 0.02% |
$82.5 - $87.3
|
13.3K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.06% |
$41.3 - $43.6
|
1.62K
$70.6K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
356KNew |
$13M - $14.7M
|
356K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
121KNew |
$4.4M - $5.01M
|
121K
$5.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.67KNew |
$243K - $276K
|
6.67K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.39K+ 2.07% |
$123K - $140K
|
167K
$7.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.36K+ 9.96% |
$85.8K - $97.7K
|
26.1K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
494New |
$18K - $20.5K
|
494
$21.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
85+ 38.64% |
$3.09K - $3.52K
|
305
$13.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
30+ 1.4% |
$1.09K - $1.24K
|
2.17K
$94.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
22.8K+ 6.79% |
$875K - $945K
|
359K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.47KNew |
$248K - $268K
|
6.47K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.12KNew |
$235K - $254K
|
6.12K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.32KNew |
$204K - $220K
|
5.32K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.76K+ 5.44% |
$183K - $197K
|
92.3K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 16.95% |
$38.4K - $41.4K
|
6.9K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
189New |
$7.25K - $7.83K
|
189
$8.24K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
103+ 1.32% |
$3.95K - $4.27K
|
7.89K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
60New |
$2.3K - $2.49K
|
60
$2.61K
|
|
| Q4 2024 | |||||||
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22.3K+ 2.04% |
$881K - $923K
|
1.12M
$48.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19K+ 332.23% |
$750K - $786K
|
24.7K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13K+ 1.89% |
$512K - $536K
|
699K
$30.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.96KNew |
$314K - $329K
|
7.96K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.17KNew |
$85.8K - $89.9K
|
2.17K
$94.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
970New |
$38.3K - $40.1K
|
970
$42.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
727New |
$28.7K - $30.1K
|
727
$31.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
146New |
$5.77K - $6.04K
|
146
$6.36K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
446K+ 12.2% |
$16.4M - $17.7M
|
4.1M
$179M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.25KNew |
$340K - $367K
|
9.25K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.21KNew |
$44.6K - $48.1K
|
1.21K
$52.7K
|
|