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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.52M +$620K +19,624 +74%
D
27
Diversified
Delaware
$1.42M +$1.36M +42,963 New
MOS
28
MGO One Seven
Ohio
$1.42M -$41.6K -1,317 -3%
ARC
29
Advisor Resource Council
Texas
$1.27M +$844K +26,730 +232%
IA
30
IFP Advisors
Florida
$1.23M +$43.8K +1,386 +4%
KA
31
Kure Advisory
Minnesota
$1.19M -$22.5K -713 -2%
PAG
32
Private Advisor Group
New Jersey
$1.19M +$1.14M +35,975 New
FP
33
Fiduciary Planning
Florida
$1.18M -$25.2M -796,348 -96%
AFG
34
Atomi Financial Group
New York
$1.04M -$25.6K -809 -3%
BAM
35
Belpointe Asset Management
Nevada
$731K -$21.3K -675 -3%
RC
36
Rovin Capital
Arizona
$559K -$52.5K -1,663 -9%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$541K
APW
38
Axim Planning & Wealth
Ohio
$401K -$315K -9,957 -45%
GSEP
39
Golden State Equity Partners
California
$358K +$28.7K +907 +9%
CAS
40
Coppell Advisory Solutions
Texas
$307K +$292K +9,250 New
GS
41
GTS Securities
Florida
$305K +$291K +9,202 New
GRP
42
Global Retirement Partners
California
$258K +$2.97K +94 +1%
VCM
43
Virtue Capital Management
Tennessee
$239K -$323K -10,239 -58%
Citadel Advisors
44
Citadel Advisors
Florida
$220K -$55.2K -1,747 -21%
PWM
45
Perigon Wealth Management
California
$213K +$203K +6,434 New
JP Morgan Chase
46
JP Morgan Chase
New York
$91.4K -$38K -1,202 -30%
FFA
47
Farther Finance Advisors
California
$77.5K +$7.93K +251 +12%
SAM
48
Smartleaf Asset Management
Massachusetts
$15.8K +$15K +475 New
FMP
49
Financial Management Professionals
Texas
$9K
Bank of America
50
Bank of America
North Carolina
$1.13K +$1.07K +34 New