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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
| $116M | +$649K | +23,353 | +0.6% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $28.8M | -$8.59M | -309,026 | -35% |
|
|
PWS
3
Precision Wealth Strategies
Saint Louis,
Missouri
| $8.43M | -$155K | -5,569 | -2% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $3.09M | -$289K | -10,387 | -9% |
|
|
OPOWM
5
One Plus One Wealth Management
Jupiter,
Florida
| $1.19M | +$1.17M | +42,026 | New |
|
|
OMC
6
Old Mission Capital
Chicago,
Illinois
| $271K | +$266K | +9,560 | New |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $263K | -$68.5K | -2,463 | -22% |
|
|
PFGIA
8
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $99K | – | – | – |
|
9
Wolverine Trading
Chicago,
Illinois
| – | -$615K | -22,235 | Closed |
|
10
Truist Financial
Charlotte,
North Carolina
| – | -$210K | -7,552 | Closed |
|