We are live on ! Find out more
ACIO icon

Aptus Collared Investment Opportunity ETF
ACIO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$148M +$4.84M +153,034 +3%
SWM
2
Sugarloaf Wealth Management
Georgia
$38.7M +$1.85M +58,549 +5%
FP
3
Fiduciary Planning
Florida
$22.5M +$1.57M +49,544 +8%
FHC
4
First Heartland Consultants
Missouri
$18.9M +$18.4M +580,776 New
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.8M +$15.3M +483,846 New
MFG
6
Menard Financial Group
Texas
$14M -$606K -19,155 -4%
PWS
7
Precision Wealth Strategies
Missouri
$6.95M -$3.15M -99,646 -32%
MCM
8
MAI Capital Management
Ohio
$4.64M +$4.5M +142,176 New
OPOWM
9
One Plus One Wealth Management
Florida
$2.41M +$133K +4,190 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.2M -$831K -26,285 -28%
Jane Street
11
Jane Street
New York
$1.54M -$831K -26,280 -36%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.41M +$322K +10,173 +31%
OMC
13
Old Mission Capital
Illinois
$1.27M +$1.23M +38,978 New
RC
14
Rovin Capital
Arizona
$1.23M +$1.19M +37,777 New
ASN
15
Advisory Services Network
Georgia
$1.1M +$1.06M +33,600 New
BCM
16
Bienville Capital Management
New York
$1.07M +$1.03M +32,716 New
LPL Financial
17
LPL Financial
California
$1.04M +$435K +13,746 +76%
Wolverine Trading
18
Wolverine Trading
Illinois
$844K +$815K +25,772 New
SCFS
19
S.C. Financial Services
Arizona
$836K +$828K +26,176 New
VCM
20
Virtue Capital Management
Tennessee
$632K +$384K +12,137 +168%
MWM
21
MBE Wealth Management
Wisconsin
$321K +$58.4K +1,846 +23%
Citadel Advisors
22
Citadel Advisors
Florida
$258K +$251K +7,922 New
IFG
23
Independent Financial Group
California
$238K +$8.38K +265 +4%
AA
24
Advisory Alpha
Michigan
$207K +$201K +6,339 New
AWM
25
Aspire Wealth Management
Massachusetts
$123K +$119K +3,762 New
1
2