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Aptus Collared Investment Opportunity ETF
ACIO
ACIO
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $113M | +$17M | +625,690 | +18% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $24.8M | +$710K | +26,115 | +3% |
|
|
PWS
3
Precision Wealth Strategies
Saint Louis,
Missouri
| $8.43M | +$8.24M | +302,952 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $3.29M | +$3.22M | +118,396 | New |
|
5
Wolverine Trading
Chicago,
Illinois
| $615K | +$605K | +22,235 | New |
|
6
Truist Financial
Charlotte,
North Carolina
| $210K | +$205K | +7,552 | New |
|
|
PFGIA
7
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $97K | +$94.7K | +3,484 | New |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $18K | +$308K | +11,327 | New |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| – | -$354K | -13,337 | Closed |
|
|
RJA
10
Raymond James & Associates
St Petersburg,
Florida
| – | -$279K | -10,467 | Closed |
|
11
Wells Fargo
San Francisco,
California
| – | +$27 | +1 | New |
|