Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / APTUS DRAWDOWN
-
Total 13F shares
-
4,158,692
-
Share change
-
-787,920
-
Total reported value
-
$145,771,900
-
Price per share
-
$35.05
-
Number of holders
-
36
-
Value change
-
-$27,633,084
-
Number of buys
-
11
-
Number of sells
-
23
Institutional Holders of ETF SER SOLUTIONS - APTUS DRAWDOWN (ADME) as of Q3 2023
As of 30 Sep 2023,
ETF SER SOLUTIONS - APTUS DRAWDOWN (ADME) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,158,692 shares.
The largest 10 holders included
Aptus Capital Advisors, LLC, Fiduciary Planning LLC, First Heartland Consultants, Inc., Waterloo Capital, L.P., ENVESTNET ASSET MANAGEMENT INC, Integrated Wealth Concepts LLC, Bienville Capital Management, LLC, GUARDIAN WEALTH ADVISORS, LLC / NC, BROGAN FINANCIAL, INC., and Sugarloaf Wealth Management, LLC.
This page lists
36
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| 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.