Purchases and Sales Made in Q4 2024 in ETF Ser Solutions Aptus Collar (ACIO)
This table provides information about the institutional ownership of ETF Ser Solutions Aptus Collar (ACIO) during Q4 2024. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS APTUS COLLAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
335K+ 36.05% |
$13.2M - $13.9M
|
1.27M
$52.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
198K+ 134.25% |
$7.83M - $8.2M
|
346K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
149K+ 27.85% |
$5.9M - $6.18M
|
686K
$28.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
87.5KNew |
$3.46M - $3.62M
|
87.5K
$3.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
83.2KNew |
$3.28M - $3.44M
|
83.2K
$3.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
26.3K+ 24.63% |
$1.04M - $1.09M
|
133K
$5.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22.3K+ 2.04% |
$881K - $923K
|
1.12M
$46.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13K+ 1.89% |
$512K - $536K
|
699K
$28.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.96KNew |
$314K - $329K
|
7.96K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.32K+ 93.27% |
$289K - $303K
|
15.2K
$627K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
146New |
$5.77K - $6.04K
|
146
$6.04K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-270- 0.79% |
$10.7K - $11.2K
|
33.9K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-393- 2.36% |
$15.5K - $16.3K
|
16.2K
$671K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-23.7K- 57.63% |
$937K - $982K
|
17.4K
$722K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-130K- 26.04% |
$5.13M - $5.37M
|
369K
$15.2M
|