Integrated Wealth Concepts’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Integrated Wealth Concepts’s Portfolio ACIO Stock Details ACIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$276M	Buy
2025 Q1	$209M	Buy
2024 Q4	$213M	Buy
2024 Q3	$172M	Buy
2024 Q2	$110M	Buy
2024 Q1	$48.5M	Buy
2023 Q4	$35.2M	Buy
2023 Q3	$246K	Buy