APW
Axim Planning & Wealth’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
6,766
-95
| -1% | -$3.93K | 0.26% | 38 |
|
|
2025
Q1 | $265K | Sell |
6,861
-2,000
| -23% | -$77.4K | 0.24% | 26 |
|
|
2024
Q4 | $357K | Sell |
8,861
-190
| -2% | -$7.65K | 0.38% | 15 |
|
|
2024
Q3 | $360K | Hold |
9,051
| – | – | 0.4% | 11 |
|
|
2024
Q2 | $341K | Sell |
9,051
-6,045
| -40% | -$227K | 0.41% | 10 |
|
|
2024
Q1 | $544K | Buy |
15,096
+3,013
| +25% | +$109K | 0.44% | 8 |
|
|
2023
Q4 | $401K | Sell |
12,083
-9,957
| -45% | -$330K | 0.37% | 10 |
|
|
2023
Q3 | $671K | Buy |
22,040
+1,520
| +7% | +$46.3K | 0.59% | 9 |
|
|
2023
Q2 | $638K | Sell |
20,520
-4,570
| -18% | -$142K | 0.57% | 9 |
|
|
2023
Q1 | $757K | Sell |
25,090
-3,393
| -12% | -$102K | 0.75% | 7 |
|
|
2022
Q4 | $821K | Sell |
28,483
-5,993
| -17% | -$173K | 0.84% | 10 |
|
|
2022
Q3 | $969K | Buy |
34,476
+388
| +1% | +$10.9K | 0.95% | 8 |
|
|
2022
Q2 | $983K | Buy |
+34,088
| New | +$983K | 0.76% | 7 |
|