We are live on ! Find out more
ACIO icon

Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
51
Legacy Capital Wealth Partners
Arkansas
$2.43M +$2.06M +51,127 +440%
HI
52
Harbour Investments
Wisconsin
$2.34M +$2.43M +60,329 +25,242%
TVM
53
True Vision MN
Minnesota
$2.25M -$1.49K -37 -0.1%
AI
54
Atria Investments
North Carolina
$2.18M +$54.6K +1,359 +2%
NCM
55
NCM Capital Management
New Jersey
$1.7M +$376K +9,350 +27%
CI
56
CPR Investments
Michigan
$1.5M +$1.56M +38,843 New
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$1.47M +$65.6K +1,633 +4%
TC
58
TFR Capital
Texas
$1.37M +$1.42M +35,379 New
FP
59
Fiduciary Planning
Florida
$1.31M +$523 +13 +0%
LSWP
60
Liberty Square Wealth Partners
Pennsylvania
$1.3M +$486K +12,097 +56%
LA
61
Lifeworks Advisors
Michigan
$1M +$1.04M +25,920 New
WP
62
WealthShield Partners
North Carolina
$917K +$953K +23,705 New
Jane Street
63
Jane Street
New York
$896K -$1.09M -27,032 -54%
GL
64
Gerber LLC
Ohio
$877K +$911K +22,675 New
LT
65
Legacy Trust
Michigan
$788K +$152K +3,779 +23%
JP Morgan Chase
66
JP Morgan Chase
New York
$714K +$598K +14,864 +414%
KAS
67
Kestra Advisory Services
Texas
$707K +$137K +3,406 +23%
RC
68
Rovin Capital
Arizona
$684K +$57.8K +1,439 +9%
BIG
69
Brookwood Investment Group
Arizona
$677K +$703K +17,500 New
BF
70
BOK Financial
Oklahoma
$663K +$689K +17,130 New
PWM
71
Perigon Wealth Management
California
$617K +$31.8K +791 +5%
AWA
72
ARQ Wealth Advisors
Arizona
$596K +$620K +15,413 New
MWM
73
Mascagni Wealth Management
Mississippi
$577K
AP
74
Advisors Preferred
Maryland
$552K +$572K +14,232 New
EH
75
Equitable Holdings
New York
$543K +$103K +2,567 +22%