Coppell Advisory Solutions’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 |
-3,127
| Closed | -$126K | – | 343 |
|
|
2024
Q4 | $126K | Sell |
3,127
-241
| -7% | -$9.71K | 0.02% | 374 |
|
|
2024
Q3 | $133K | Sell |
3,368
-888
| -21% | -$35.2K | 0.02% | 352 |
|
|
2024
Q2 | $160K | Buy |
+4,256
| New | +$160K | 0.03% | 300 |
|
|
2023
Q4 | $307K | Buy |
+9,250
| New | +$307K | 0.06% | 206 |
|