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Legacy Capital Wealth Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Legacy Capital Wealth Partners’s Portfolio ACIO Stock Details ACIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.2M Sell
53,243
-9,492
-15% -$393K 0.5% 31
2025
Q1 		$2.43M Buy
62,735
+51,127
+440% +$1.98M 0.6% 23
2024
Q4 		$467K Buy
11,608
+4,666
+67% +$188K 0.12% 192
2024
Q3 		$276K Buy
+6,942
New +$276K 0.06% 287