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Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$3.7M -$555K -12,783 -13%
NCM
52
NCM Capital Management
New Jersey
$3.63M +$518K +11,952 +16%
SHFP
53
Second Half Financial Partners
Florida
$3.46M +$279K +6,432 +8%
AI
54
Atria Investments
North Carolina
$3.43M -$59.5K -1,371 -2%
MMM
55
Mendel Money Management
Illinois
$3.2M +$703K +16,212 +27%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.18M +$531K +12,250 +19%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.66M -$694 -16 -0%
CWP
58
Cyndeo Wealth Partners
Florida
$2.51M +$130K +2,994 +5%
DIM
59
Delta Investment Management
California
$2.38M -$4.84M -111,462 -66%
QCM
60
Quantinno Capital Management
New York
$2.22M +$410K +9,457 +22%
AQR Capital Management
61
AQR Capital Management
Connecticut
$2.18M -$525K -12,109 -19%
TC
62
TFR Capital
Texas
$2.17M
GWM
63
Geneos Wealth Management
Colorado
$2.16M +$2.23M +51,401 New
TPW
64
Talon Private Wealth
Florida
$2.01M +$2.08M +47,968 New
MW
65
MBL Wealth
North Carolina
$1.99M -$547K -12,609 -21%
LCWP
66
Legacy Capital Wealth Partners
Arkansas
$1.97M -$294K -6,779 -13%
VH
67
Visionary Horizons
Tennessee
$1.88M +$245K +5,659 +14%
DT
68
Diversified Trust
Tennessee
$1.74M
FFA
69
Farther Finance Advisors
California
$1.6M +$517K +11,920 +46%
LCM
70
Lunt Capital Management
Utah
$1.44M +$1.24M +28,638 +510%
RA
71
RFG Advisory
Alabama
$1.36M +$1.41M +32,401 New
CI
72
CPR Investments
Michigan
$1.34M +$290K +6,681 +26%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.29M -$189K -4,360 -12%
FP
74
Fiduciary Planning
Florida
$1.2M -$231K -5,332 -16%
WP
75
WealthShield Partners
North Carolina
$1.07M +$5.94K +137 +0.5%