Guardian Wealth Advisors (North Carolina)’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
Q2 | $177M | Buy |
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|
2025
Q1 | $154M | Buy |
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|
2024
Q4 | $157M | Buy |
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|
2024
Q3 | $113M | Buy |
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|
2024
Q2 | $102M | Buy |
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|
2024
Q1 | $94.6M | Buy |
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|
2023
Q4 | $83.9M | Buy |
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|
2023
Q3 | $74.9M | Sell |
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|
2023
Q2 | $79.6M | Buy |
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|
2023
Q1 | $76.4M | Buy |
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|
2022
Q4 | $69.1M | Sell |
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|
2022
Q3 | $67.6M | Sell |
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|
2022
Q2 | $69.6M | Buy |
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|
2022
Q1 | $18.1M | Buy |
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|
2021
Q4 | $15.8M | Buy |
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