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Etf Ser Solutions Aptus Collared shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Etf Ser Solutions Aptus Collared (ACIO) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Etf Ser Solutions Aptus Collared

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions Aptus Collared held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions Aptus Collared by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $257k 7.1k 36.03

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation Put Option (NVDA)
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Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Etf Ser Solutions Aptus Collared

Aptus Capital Advisors
Brogan Financial
Integrated Wealth Concepts
Raymond James Financial Services Advisors
Sugarloaf Wealth Management
Second Line Capital
First Heartland Consultants
Envestnet Asset Management
Waterloo Capital
Compass Ion Advisors
TrueWealth Advisors
Advisory Services Network
MAI Wealth Advisors
Bienville Capital Management
Spotlight Asset Group

View all funds holding Etf Ser Solutions Aptus Collared