Axim Planning & Wealth’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 | $280K | Sell |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $357K | Sell |
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|
2024
Q3 | $360K | Hold |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $544K | Buy |
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|
2023
Q4 | $401K | Sell |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $757K | Sell |
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|
2022
Q4 | $821K | Sell |
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|
2022
Q3 | $969K | Buy |
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|
2022
Q2 | $983K | Buy |
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