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Aptus Collared Investment Opportunity ETF
ACIO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Aptus Capital Advisors
1
Aptus Capital Advisors
Alabama
USD 266 M +USD 365 k +12,022 +0.1%
Guardian Wealth Advisors (North Carolina)
2
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 79.6 M +USD 830 k +27,343 +1%
Sugarloaf Wealth Management
3
Sugarloaf Wealth Management
Georgia
USD 53 M +USD 1.04 M +34,271 +2%
Brogan Financial
4
Brogan Financial
Tennessee
USD 46.9 M +USD 663 k +21,836 +1%
Compass Ion Advisors
5
Compass Ion Advisors
Pennsylvania
USD 40.3 M -USD 3.09 M -101,816 -7%
FP
6
Fiduciary Planning
Florida
USD 33.7 M +USD 330 k +10,876 +1%
First Heartland Consultants
7
First Heartland Consultants
Missouri
USD 27.6 M -USD 345 k -11,376 -1%
Waterloo Capital
8
Waterloo Capital
Texas
USD 15 M +USD 177 k +5,844 +1%
Advisory Services Network
9
Advisory Services Network
Georgia
USD 12.7 M +USD 5.33 M +175,557 +76%
Derbend Asset Management
10
Derbend Asset Management
Georgia
USD 12.6 M +USD 515 k +16,987 +4%
TA
11
TrueWealth Advisors
Alabama
USD 8.68 M +USD 225 k +7,425 +3%
MAI Capital Management
12
MAI Capital Management
Ohio
USD 8.17 M -USD 208 k -6,858 -3%
Silver Oak Securities
13
Silver Oak Securities
Tennessee
USD 7.44 M -USD 546 -18 -0%
Spotlight Asset Group
14
Spotlight Asset Group
Illinois
USD 7.37 M +USD 829 k +27,324 +13%
Menard Financial Group
15
Menard Financial Group
Texas
USD 7.2 M -USD 15.5 k -512 -0.2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
USD 6.92 M -USD 1.08 M -35,693 -14%
Bienville Capital Management
17
Bienville Capital Management
New York
USD 6.75 M – – –
One Plus One Wealth Management
18
One Plus One Wealth Management
Florida
USD 3.17 M +USD 107 k +3,540 +4%
MBE Wealth Management
19
MBE Wealth Management
Wisconsin
USD 2.62 M +USD 614 k +20,225 +32%
Raymond James Financial Services Advisors
20
Raymond James Financial Services Advisors
Florida
USD 2.16 M -USD 656 k -21,615 -24%
LPL Financial
21
LPL Financial
California
USD 1.93 M +USD 1.17 M +38,457 +162%
Osaic Holdings
22
Osaic Holdings
Arizona
USD 1.46 M +USD 62.4 k +2,056 +5%
Citadel Advisors
23
Citadel Advisors
Florida
USD 1.25 M -USD 277 k -9,129 -18%
Atomi Financial Group
24
Atomi Financial Group
New York
USD 1.17 M -USD 18.9 k -622 -2%
Global Retirement Partners
25
Global Retirement Partners
California
USD 1.15 M -USD 37.2 k -1,227 -3%
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