KWM
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KFG Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

KFG Wealth Management’s Portfolio ACIO Stock Details ACIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$61M Buy
1,473,987
+100,758
+7% +$4.17M 9.81% 2
2025
Q1 		$53.1M Buy
1,373,229
+107,809
+9% +$4.17M 9.66% 2
2024
Q4 		$50.9M Buy
1,265,420
+335,300
+36% +$13.5M 9.52% 2
2024
Q3 		$37M Buy
+930,120
New +$37M 8.04% 2