Avior Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,741
| Closed | -$110K | – | 753 |
|
|
2024
Q4 | $110K | Hold |
2,741
| – | – | ﹤0.01% | 864 |
|
|
2024
Q3 | $109K | Sell |
2,741
-384
| -12% | -$15.3K | ﹤0.01% | 861 |
|
|
2024
Q2 | $118K | Sell |
3,125
-327
| -9% | -$12.3K | 0.01% | 810 |
|
|
2024
Q1 | $124K | Buy |
+3,452
| New | +$124K | 0.01% | 871 |
|
|
2023
Q3 | – | Sell |
-374
| Closed | -$11.6K | – | 1593 |
|
|
2023
Q2 | $11.6K | Sell |
374
-6,500
| -95% | -$202K | ﹤0.01% | 1000 |
|
|
2023
Q1 | $208K | Buy |
+6,874
| New | +$208K | 0.01% | 522 |
|