Legacy Capital Group California’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 Q1	–	Sell	-5,087	Closed	-$205K	–	308
2024 Q4	$205K	Sell	5,087 -1,035	-17%	-$41.6K	0.06%	314
2024 Q3	$243K	Buy	+6,122	New	+$243K	0.08%	274