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Get Institutions for : 
Aptus Collared Income Opportunity Etf (ACIO)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 52    1
Total shares held : 
 21,185,567  
% of shares held : 
 23.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 299,877  
% of shares held change : 
   0.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 271,008
 1.28%
 
Increased Positions :
24
 2,483,991
 11.72%
 
Unchanged Positions :
6
 1,236,971
 5.84%
 
Decreased Positions :
16
-2,190,169
-10.34%
 
Closed Positions :
5
-264,953
-1.25%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Sunburst Financial Group LLC 7 *New 2024-03-31 291,211 $10,472,000 291,211
   United Advisor Group LLC 13 *New 2024-03-31 134,266 $4,838,000 134,266
   Park Place Capital Corp 10 *New 2024-03-31 122,224 $4,404,000 122,224
   MML INVESTORS SERVICES LLC 1149 *New 2024-03-31 45,129 $1,626,000 45,129
   Advisor Group Holdings Inc. 1917 *New 2024-03-31 41,648 $1,501,000 41,648
   Signal Advisors Wealth LLC 112 *New 2024-03-31 22,326 $804,000 22,326
   TOWNSQUARE CAPITAL LLC 740 *New 2024-03-31 20,129 $725,000 20,129
   MARIPAU WEALTH MANAGEMENT LLC 52 *New 2024-03-31 16,405 $591,000 16,405
   Orion Portfolio Solutions LLC 1269 *New 2024-03-31 13,402 $483,000 13,402
   Coppell Advisory Solutions LLC 207 *New 2023-12-31 9,250 $307,000 9,250
   Clarus Group Inc. 80 *New 2024-03-31 8,385 $302,000 8,385
   CREATIVE PLANNING 2281 *New 2024-03-31 7,940 $286,000 7,940
   Atria Wealth Solutions Inc. 1647 *New 2024-03-31 7,134 $257,000 7,134
   Coppell Advisory Solutions Corp. 242 *New 2024-03-31 6,111 $220,000 6,111
   Transcendent Capital Group LLC 100 *New 2024-03-31 4,700 $169,000 4,700
   Raleigh Capital Management Inc. 227 *New 2024-03-31 3,627 $131,000 3,627
   Nelson Van Denburg & Campbell Wealth Management Gr 872 *New 2024-03-31 3,452 $124,000 3,452
  17 Records found
  1    
  Page 1 of 1
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