Farther Finance Advisors’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
Q2 | $841K | Buy |
20,308
+11,947
| +143% | +$495K | 0.02% | 669 |
|
|
2025
Q1 | $324K | Sell |
8,361
-7,126
| -46% | -$277K | 0.01% | 1006 |
|
|
2024
Q4 | $623K | Sell |
15,487
-644
| -4% | -$25.9K | 0.02% | 520 |
|
|
2024
Q3 | $641K | Buy |
16,131
+5,547
| +52% | +$220K | 0.02% | 497 |
|
|
2024
Q2 | $400K | Buy |
10,584
+4,391
| +71% | +$166K | 0.02% | 566 |
|
|
2024
Q1 | $223K | Buy |
6,193
+3,855
| +165% | +$139K | 0.01% | 655 |
|
|
2023
Q4 | $77.5K | Buy |
2,338
+251
| +12% | +$8.32K | 0.01% | 880 |
|
|
2023
Q3 | $63.5K | Buy |
+2,087
| New | +$63.5K | 0.01% | 706 |
|