Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-182K- 29.27% |
$7.18M - $7.52M
|
439K
$17.9M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-130K- 26.04% |
$5.13M - $5.37M
|
369K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-31.6K- 3.7% |
$1.25M - $1.31M
|
823K
$33.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-23.7K- 57.63% |
$937K - $982K
|
17.4K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-20.6K- 1.06% |
$813K - $851K
|
1.92M
$78M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.6K- 4.22% |
$418K - $438K
|
240K
$9.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.23K- 0.95% |
$128K - $134K
|
336K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.69K- 2.99% |
$66.8K - $70K
|
54.9K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.58K- 30.57% |
$62.5K - $65.5K
|
3.59K
$146K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.04K- 16.91% |
$40.9K - $42.8K
|
5.09K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-957- 34.57% |
$37.8K - $39.6K
|
1.81K
$73.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-644- 3.99% |
$25.4K - $26.6K
|
15.5K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-620- 1.05% |
$24.5K - $25.7K
|
58.3K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-593- 0.29% |
$23.4K - $24.5K
|
207K
$8.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-557- 0.72% |
$22K - $23K
|
77.1K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-393- 2.36% |
$15.5K - $16.3K
|
16.2K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-379- 3.4% |
$15K - $15.7K
|
10.8K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-270- 0.79% |
$10.7K - $11.2K
|
33.9K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-241- 7.16% |
$9.52K - $9.97K
|
3.13K
$127K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-190- 2.1% |
$7.51K - $7.86K
|
8.86K
$361K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.31K- 11.1% |
$122K - $132K
|
26.6K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-384- 12.29% |
$14.1K - $15.3K
|
2.74K
$112K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4- 0.04% |
$147 - $159
|
9.05K
$369K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-5.79K- 1.82% |
$201K - $219K
|
312K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.53K- 97.24% |
$123K - $133K
|
100
$4.07K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-448- 94.32% |
$14.7K - $16.1K
|
27
$1.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-346- 0.96% |
$11.3K - $12.5K
|
35.6K
$1.45M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.75K- 20.86% |
$52K - $58.1K
|
6.63K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-713- 1.94% |
$21.2K - $23.7K
|
36K
$1.47M
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-276K- 68.16% |
$8.38M - $8.79M
|
129K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-16.1K- 6.95% |
$489K - $512K
|
215K
$8.77M
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-6.07K- 33.04% |
$181K - $189K
|
12.3K
$501K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-3.12K- 1.18% |
$89K - $94.2K
|
260K
$10.6M
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-2.19K- 10.25% |
$61.5K - $68.7K
|
19.2K
$780K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-402- 14.08% |
$11.3K - $12.7K
|
2.45K
$100K
|
|
| Q1 2022 | |||||||
|
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 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-13.3KClosed |
$349K - $371K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.5KClosed |
$274K - $292K
|
0
$0
|
|