We are live on ! Find out more
ACIO icon

Aptus Collared Investment Opportunity ETF
ACIO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$8.22M +$1M +26,023 +14%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$7.04M +$758K +19,660 +12%
SAW
28
Signal Advisors Wealth
Michigan
$5.87M +$5.42M +140,576 +1,991%
UBS Group
29
UBS Group
Switzerland
$5.12M +$2.8M +72,612 +129%
FGG
30
Financial Guidance Group
Florida
$4.58M +$943K +24,456 +27%
OPOWM
31
One Plus One Wealth Management
Florida
$4.48M +$46.8K +1,214 +1%
MWM
32
MBE Wealth Management
Wisconsin
$4.24M +$393K +10,203 +11%
ASN
33
Advisory Services Network
Georgia
$3.93M – – –
RB
34
Renasant Bank
Mississippi
$3.55M +$874K +22,670 +34%
S
35
Sunpointe
Missouri
$3.49M +$838K +21,736 +33%
ARC
36
Advisor Resource Council
Texas
$3.33M +$3.23M +83,779 New
MWM
37
Maripau Wealth Management
Indiana
$3.13M +$1.42M +36,780 +87%
SHFP
38
Second Half Financial Partners
Florida
$3.08M +$2.99M +77,625 New
GSEP
39
Golden State Equity Partners
California
$3.01M +$959K +24,873 +49%
IA
40
IFP Advisors
Florida
$2.94M +$1.5M +38,862 +111%
MOS
41
MGO One Seven
Ohio
$2.76M +$1.02M +26,562 +62%
MML Investors Services
42
MML Investors Services
Massachusetts
$2.57M +$254K +6,595 +11%
Wells Fargo
43
Wells Fargo
California
$2.57M +$2.44M +63,342 +4,949%
TVM
44
True Vision MN
Minnesota
$2.34M +$212K +5,502 +10%
AI
45
Atria Investments
North Carolina
$2.25M +$180K +4,679 +9%
AFG
46
Atomi Financial Group
New York
$1.64M +$110K +2,863 +7%
FP
47
Fiduciary Planning
Florida
$1.36M +$270 +7 +0%
FEM
48
Fulcrum Equity Management
Texas
$1.16M +$1.13M +29,313 New
BCI
49
Brinker Capital Investments
Pennsylvania
$1.11M +$86.5K +2,245 +9%
OPS
50
Orion Portfolio Solutions
Nebraska
$1.11M +$86.5K +2,245 +9%
1
2
3 4