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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$2.72M -$122K -2,881 -4%
TVM
52
True Vision MN
Minnesota
$2.54M -$91.5K -2,165 -4%
LCWP
53
Legacy Capital Wealth Partners
Arkansas
$2.32M +$7.36K +174 +0.3%
TC
54
TFR Capital
Texas
$2.15M +$377K +8,908 +22%
MMM
55
Mendel Money Management
Illinois
$1.98M +$1.93M +45,550 New
AQR Capital Management
56
AQR Capital Management
Connecticut
$1.59M +$1.55M +36,621 New
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$1.58M -$565K -13,374 -27%
FP
58
Fiduciary Planning
Florida
$1.47M +$254 +6 +0%
RIA
59
Regal Investment Advisors
Michigan
$1.36M +$1.33M +31,350 New
LSWP
60
Liberty Square Wealth Partners
Pennsylvania
$1.29M -$752K -17,783 -37%
IAA
61
Independent Advisor Alliance
North Carolina
$1.2M -$3.13K -74 -0.3%
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$1.15M -$389K -9,195 -26%
WP
63
WealthShield Partners
North Carolina
$1.13M
CI
64
CPR Investments
Michigan
$1.12M -$387K -9,153 -26%
LA
65
Lifeworks Advisors
Michigan
$1.11M -$28.5K -675 -3%
Betterment LLC
66
Betterment LLC
New York
$1.07M +$136K +3,221 +15%
KAS
67
Kestra Advisory Services
Texas
$968K +$35.6K +843 +4%
FFA
68
Farther Finance Advisors
California
$856K -$25.2K -597 -3%
LT
69
Legacy Trust
Michigan
$853K -$31.6K -747 -4%
RC
70
Rovin Capital
Arizona
$771K -$10.4K -246 -1%
AWA
71
ARQ Wealth Advisors
Arizona
$741K +$70K +1,656 +11%
BIG
72
Brookwood Investment Group
Arizona
$735K +$10.6K +250 +1%
PWM
73
Perigon Wealth Management
California
$703K -$92.8K -2,194 -12%
HI
74
Harbour Investments
Wisconsin
$688K -$1.86M -43,893 -73%
VH
75
Visionary Horizons
Tennessee
$677K +$659K +15,577 New