We are live on ! Find out more
ACIO icon

Aptus Collared Investment Opportunity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
76
Axim Planning & Wealth
Ohio
$357K -$7.69K -190 -2%
GWM
77
Gibbs Wealth Management
Georgia
$339K +$243 +6 +0.1%
VCM
78
Virtue Capital Management
Tennessee
$322K -$42.7K -1,054 -12%
ACM
79
Armbruster Capital Management
New York
$320K +$322K +7,958 New
Mariner
80
Mariner
Kansas
$313K +$36.1K +892 +13%
MC
81
Moors & Cabot
Massachusetts
$237K +$239K +5,900 New
TDB
82
Thompson David Blair
$225K +$227K +5,604 New
LCGC
83
Legacy Capital Group California
California
$205K -$41.9K -1,035 -17%
GIA
84
Gladstone Institutional Advisory
Florida
$204K +$206K +5,077 New
GRP
85
Global Retirement Partners
California
$199K +$3.97K +98 +2%
TCG
86
Transcendent Capital Group
Oklahoma
$189K
JP Morgan Chase
87
JP Morgan Chase
New York
$145K -$64.1K -1,582 -31%
CAS
88
Coppell Advisory Solutions
Texas
$126K -$9.76K -241 -7%
AWM
89
Avior Wealth Management
Nebraska
$110K
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$87.4K +$87.9K +2,172 New
NCM
91
Northwest Capital Management
Oregon
$84.8K +$769 +19 +0.9%
CWM
92
Consultiva Wealth Management
Puerto Rico
$82.1K +$82.6K +2,040 New
Comerica Bank
93
Comerica Bank
Texas
$81.1K +$81.6K +2,015 New
Morgan Stanley
94
Morgan Stanley
New York
$72.9K -$38.7K -957 -35%
PTC
95
Private Trust Company
Ohio
$72.2K +$72.6K +1,793 New
AWM
96
AE Wealth Management
Kansas
$44.4K +$44.7K +1,103 New
MFG
97
Menard Financial Group
Texas
$39K +$39.3K +970 New
Bank of America
98
Bank of America
North Carolina
$29.3K +$29.4K +727 New
CA
99
CoreCap Advisors
Michigan
$9.75K
HI
100
Harbour Investments
Wisconsin
$9.62K +$9.68K +239 New