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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 581 M +USD 47.9 M +1,217,144 +9%
Integrated Wealth Concepts
2
Integrated Wealth Concepts
Massachusetts
USD 276 M +USD 49.7 M +1,263,526 +23%
Raymond James Financial
3
Raymond James Financial
Florida
USD 199 M +USD 5.4 M +137,396 +3%
Guardian Wealth Advisors (North Carolina)
4
Guardian Wealth Advisors (North Carolina)
North Carolina
USD 177 M +USD 11.1 M +283,439 +7%
Brogan Financial
5
Brogan Financial
Tennessee
USD 82.2 M +USD 1.94 M +49,365 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 68.3 M +USD 7.09 M +180,278 +12%
KFG Wealth Management
7
KFG Wealth Management
Indiana
USD 61 M +USD 3.96 M +100,758 +7%
Second Line Capital
8
Second Line Capital
Louisiana
USD 50.1 M +USD 1.76 M +44,689 +4%
Clarus Group
9
Clarus Group
Texas
USD 46.2 M -USD 397 k -10,089 -0.9%
First Heartland Consultants
10
First Heartland Consultants
Missouri
USD 41.6 M +USD 6.54 M +166,307 +20%
Bienville Capital Management
11
Bienville Capital Management
New York
USD 41.5 M -USD 2.29 M -58,318 -5%
Sunburst Financial Group
12
Sunburst Financial Group
Alabama
USD 37.5 M +USD 1.79 M +45,513 +5%
Advisory Services Network
13
Advisory Services Network
Georgia
USD 37.2 M +USD 13.6 M +344,758 +63%
Park Place Capital
14
Park Place Capital
Alabama
USD 35.3 M +USD 3.54 M +89,943 +12%
Waterloo Capital
15
Waterloo Capital
Texas
USD 34.8 M +USD 2.71 M +68,989 +9%
Signal Advisors Wealth
16
Signal Advisors Wealth
Michigan
USD 31.3 M +USD 8.73 M +221,927 +41%
Diversified Enterprises
17
Diversified Enterprises
Delaware
USD 27.7 M +USD 7.64 M +194,379 +41%
MAI Capital Management
18
MAI Capital Management
Ohio
USD 25.7 M -USD 2.48 M -63,106 -9%
Compass Ion Advisors
19
Compass Ion Advisors
Pennsylvania
USD 23.4 M +USD 329 k +8,374 +2%
Wells Fargo
20
Wells Fargo
California
USD 22.1 M +USD 1.99 M +50,514 +10%
LPL Financial
21
LPL Financial
California
USD 19.8 M +USD 771 k +19,598 +4%
TA
22
TrueWealth Advisors
Alabama
USD 17.4 M +USD 884 k +22,481 +6%
Uniting Wealth Partners
23
Uniting Wealth Partners
Kansas
USD 17.2 M +USD 9.8 M +248,052 +148%
Wealth Advisory Team
24
Wealth Advisory Team
Kentucky
USD 14.7 M +USD 14 M +356,175 Nuevas
Pandora Wealth
25
Pandora Wealth
Illinois
USD 13.5 M -USD 187 k -4,752 -1%
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