JPMorgan Chase & Co’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 | $68K | Sell |
1,643
-16,814
| -91% | -$696K | ﹤0.01% | 4961 |
|
|
2025
Q1 | $714K | Buy |
18,457
+14,864
| +414% | +$575K | ﹤0.01% | 3835 |
|
|
2024
Q4 | $145K | Sell |
3,593
-1,582
| -31% | -$63.7K | ﹤0.01% | 4650 |
|
|
2024
Q3 | $206K | Buy |
5,175
+2,418
| +88% | +$96.1K | ﹤0.01% | 4451 |
|
|
2024
Q2 | $104K | Hold |
2,757
| – | – | ﹤0.01% | 4582 |
|
|
2024
Q1 | $99.3K | Hold |
2,757
| – | – | ﹤0.01% | 4738 |
|
|
2023
Q4 | $91.4K | Sell |
2,757
-1,202
| -30% | -$39.9K | ﹤0.01% | 4808 |
|
|
2023
Q3 | $120K | Buy |
3,959
+401
| +11% | +$12.2K | ﹤0.01% | 4498 |
|
|
2023
Q2 | $111K | Hold |
3,558
| – | – | ﹤0.01% | 4595 |
|
|
2023
Q1 | $107K | Sell |
3,558
-1,708
| -32% | -$51.6K | ﹤0.01% | 4615 |
|
|
2022
Q4 | $152K | Buy |
+5,266
| New | +$152K | ﹤0.01% | 4328 |
|
|
2022
Q3 | – | Sell |
-6,487
| Closed | -$187K | – | 5496 |
|
|
2022
Q2 | $187K | Buy |
+6,487
| New | +$187K | ﹤0.01% | 4350 |
|