Fiduciary Planning’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
Q3 | $1.47M | Buy |
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|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.25M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $25.3M | Sell |
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|
2023
Q2 | $33.7M | Buy |
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|
2023
Q1 | $32.4M | Buy |
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|
2022
Q4 | $29.6M | Buy |
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|
2022
Q3 | $28.1M | Buy |
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|
2022
Q2 | $28.6M | Buy |
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|
2022
Q1 | $25.2M | Buy |
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|
2021
Q4 | $22.5M | Buy |
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|
2021
Q3 | $19.2M | Buy |
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|
2021
Q2 | $8.68M | Buy |
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