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Fermata Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Fermata Advisors’s Portfolio ACIO Stock Details ACIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-13,853
Closed -$536K – 223
2025
Q1 		$536K Sell
13,853
-69,308
-83% -$2.68M 0.1% 151
2024
Q4 		$3.35M Buy
+83,161
New +$3.35M 0.62% 43