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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$2.5M +$164K +4,170 +7%
NCM
52
NCM Capital Management
New Jersey
$2.48M +$617K +15,701 +36%
HI
53
Harbour Investments
Wisconsin
$2.47M -$33K -839 -1%
LCWP
54
Legacy Capital Wealth Partners
Arkansas
$2.2M -$373K -9,492 -15%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.09M -$1.34M -34,098 -40%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$2.06M -$2.75M -70,000 -58%
LSWP
57
Liberty Square Wealth Partners
Pennsylvania
$1.97M +$548K +13,939 +42%
PCIA
58
Prime Capital Investment Advisors
Kansas
$1.85M +$1.75M +44,567 New
TC
59
TFR Capital
Texas
$1.68M +$206K +5,241 +15%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$1.47M -$96.4K -2,453 -6%
CI
61
CPR Investments
Michigan
$1.44M -$157K -3,984 -10%
FP
62
Fiduciary Planning
Florida
$1.4M +$472 +12 +0%
Two Sigma Investments
63
Two Sigma Investments
New York
$1.37M +$1.3M +33,000 New
IAA
64
Independent Advisor Alliance
North Carolina
$1.15M +$1.09M +27,787 New
LA
65
Lifeworks Advisors
Michigan
$1.09M +$15.4K +391 +2%
WP
66
WealthShield Partners
North Carolina
$1.08M +$92.8K +2,360 +10%
Betterment LLC
67
Betterment LLC
New York
$891K +$641K +16,312 +313%
BF
68
BOK Financial
Oklahoma
$888K +$170K +4,326 +25%
KAS
69
Kestra Advisory Services
Texas
$888K +$125K +3,181 +17%
LT
70
Legacy Trust
Michigan
$844K
FFA
71
Farther Finance Advisors
California
$841K +$470K +11,947 +143%
ARC
72
Advisor Resource Council
Texas
$794K -$4.23M -107,485 -85%
PWM
73
Perigon Wealth Management
California
$761K +$95.9K +2,438 +15%
RC
74
Rovin Capital
Arizona
$745K +$12.5K +319 +2%
BIG
75
Brookwood Investment Group
Arizona
$691K -$32.2K -820 -5%