Golden State Equity Partners’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 | – | Sell |
-92,253
| Closed | -$3.57M | – | 435 |
|
|
2025
Q1 | $3.57M | Buy |
92,253
+4,761
| +5% | +$184K | 0.71% | 26 |
|
|
2024
Q4 | $3.52M | Buy |
+87,492
| New | +$3.52M | 0.67% | 30 |
|
|
2024
Q3 | – | Sell |
-50,869
| Closed | -$1.91M | – | 815 |
|
|
2024
Q2 | $1.91M | Buy |
+50,869
| New | +$1.91M | 0.4% | 55 |
|
|
2023
Q4 | $358K | Buy |
10,792
+907
| +9% | +$30.1K | 0.09% | 240 |
|
|
2023
Q3 | $301K | Sell |
9,885
-919
| -9% | -$28K | 0.08% | 255 |
|
|
2023
Q2 | $336K | Buy |
10,804
+1,295
| +14% | +$40.3K | 0.09% | 241 |
|
|
2023
Q1 | $287K | Buy |
+9,509
| New | +$287K | 0.16% | 156 |
|