Atomi Financial Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
5,652
-2,540
| -31% | -$105K | 0.01% | 962 |
|
|
2025
Q1 | $317K | Sell |
8,192
-9,253
| -53% | -$358K | 0.01% | 742 |
|
|
2024
Q4 | $702K | Sell |
17,445
-23,725
| -58% | -$955K | 0.04% | 359 |
|
|
2024
Q3 | $1.64M | Buy |
41,170
+2,863
| +7% | +$114K | 0.1% | 163 |
|
|
2024
Q2 | $1.44M | Buy |
38,307
+1,750
| +5% | +$65.9K | 0.11% | 154 |
|
|
2024
Q1 | $1.32M | Buy |
36,557
+5,202
| +17% | +$187K | 0.12% | 152 |
|
|
2023
Q4 | $1.04M | Sell |
31,355
-809
| -3% | -$26.8K | 0.14% | 133 |
|
|
2023
Q3 | $979K | Sell |
32,164
-5,439
| -14% | -$166K | 0.33% | 85 |
|
|
2023
Q2 | $1.17M | Sell |
37,603
-622
| -2% | -$19.4K | 0.53% | 46 |
|
|
2023
Q1 | $1.15M | Buy |
+38,225
| New | +$1.15M | 0.64% | 37 |
|