Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / APTUS COLLRD INV
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
8,786,707
-
Shares change
-
+1,033,955
-
Total reported value, excl. options
-
$286,611,000
-
Value change
-
+$33,739,996
-
Number of buys
-
18
-
Number of sells
-
-5
-
Price
-
$32.62
Significant Holders of ETF SER SOLUTIONS - APTUS COLLRD INV (ACIO) as of Q4 2021
29 filings reported holding ACIO - ETF SER SOLUTIONS - APTUS COLLRD INV as of Q4 2021.
ETF SER SOLUTIONS - APTUS COLLRD INV (ACIO) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,786,707 shares
.
Largest 10 shareholders include Aptus Capital Advisors, LLC (4,546,363 shares), Sugarloaf Wealth Management, LLC (1,187,532 shares), Fiduciary Planning LLC (689,578 shares), First Heartland Consultants, Inc. (580,776 shares), GUARDIAN WEALTH ADVISORS, LLC / NC (483,846 shares), Menard Financial Group LLC (430,292 shares), Precision Wealth Strategies, LLC (212,986 shares), MAI Capital Management (142,176 shares), One + One Wealth Management, LLC (74,005 shares), and ADVISOR GROUP HOLDINGS, INC. (67,385 shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.