Sugarloaf Wealth Management, LLC - ETF SER SOLUTIONS ownership

ETF SER SOLUTIONS's ticker is ACIO and the CUSIP is 26922A222. A total of 11 filers reported holding ETF SER SOLUTIONS in Q4 2020. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of ETF SER SOLUTIONS
ValueSharesWeighting
Q3 2023$30,464,073
-42.5%
1,001,120
-41.2%
7.70%
-37.9%
Q2 2023$52,994,344
+5.2%
1,703,450
+2.1%
12.40%
+0.2%
Q1 2023$50,392,527
+9.7%
1,669,179
+4.8%
12.38%
+7.4%
Q4 2022$45,933,280
+13.6%
1,593,246
+10.6%
11.54%
+11.4%
Q3 2022$40,452,000
-1.8%
1,440,365
+0.8%
10.36%
+0.4%
Q2 2022$41,210,000
+0.6%
1,429,403
+10.1%
10.32%
+6.4%
Q1 2022$40,957,000
+5.7%
1,298,743
+9.4%
9.70%
+5.6%
Q4 2021$38,737,000
+14.6%
1,187,532
+5.2%
9.18%
+3.3%
Q3 2021$33,813,000
+2.4%
1,128,983
+3.2%
8.89%
-1.2%
Q2 2021$33,021,000
+14.7%
1,093,555
+87.8%
9.00%
+4.7%
Q1 2021$28,777,000
+16.0%
582,385
-34.7%
8.59%
+3.5%
Q4 2020$24,799,000
+7.1%
891,411
+3.0%
8.30%
-1.7%
Q3 2020$23,150,000
+13.8%
865,296
+7.3%
8.44%
+8.1%
Q2 2020$20,347,000
+10.9%
806,672
+5.6%
7.81%
-4.9%
Q1 2020$18,342,000
+34.4%
763,950
+43.4%
8.21%
+41.6%
Q4 2019$13,645,000532,8795.80%
Other shareholders
ETF SER SOLUTIONS shareholders Q4 2020
NameSharesValueWeighting ↓
BROGAN FINANCIAL, INC. 1,509,742$45,941,44040.34%
GUARDIAN WEALTH ADVISORS, LLC / NC 2,460,399$74,870,02312.73%
Fiduciary Planning LLC 831,939$25,315,91311.95%
Menard Financial Group LLC 215,245$6,549,9049.47%
Sugarloaf Wealth Management, LLC 1,001,120$30,464,0737.70%
Aptus Capital Advisors, LLC 8,712,252$265,113,8287.22%
Spotlight Asset Group, Inc. 258,603$7,869,2897.14%
Waterloo Capital, L.P. 552,957$16,826,4964.94%
TrueWealth Advisors, LLC 366,444$11,150,8994.70%
First Heartland Consultants, Inc. 811,169$24,6843.11%
View complete list of ETF SER SOLUTIONS shareholders