Aptus Capital Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581M | Buy |
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|
2025
Q1 | $496M | Sell |
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|
2024
Q4 | $517M | Buy |
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|
2024
Q3 | $397M | Buy |
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|
2024
Q2 | $327M | Buy |
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|
2024
Q1 | $293M | Buy |
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|
2023
Q4 | $250M | Sell |
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|
2023
Q3 | $265M | Buy |
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|
2023
Q2 | $266M | Buy |
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|
2023
Q1 | $258M | Buy |
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|
2022
Q4 | $191M | Buy |
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|
2022
Q3 | $185M | Buy |
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|
2022
Q2 | $174M | Buy |
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|
2022
Q1 | $176M | Buy |
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|
2021
Q4 | $148M | Buy |
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|
2021
Q3 | $132M | Buy |
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|
2021
Q2 | $128M | Buy |
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|
2021
Q1 | $116M | Buy |
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|
2020
Q4 | $113M | Buy |
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|
2020
Q3 | $92M | Sell |
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|
2020
Q2 | $89.2M | Buy |
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|
2020
Q1 | $79.9M | Buy |
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|
2019
Q4 | $71.7M | Buy |
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|
2019
Q3 | $58.7M | Buy |
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