Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 63 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 2284 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2281 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2334 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2341 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2308 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2337 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2362 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2392 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2325 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2017 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2202 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2178 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 2384 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2418 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2374 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2347 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2302 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2171 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2087 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2173 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2063 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1757 |
|