Lord & Richards Wealth Management’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	$9.81M	Buy	236,888 +35,804	+18%	+$1.48M	10.25%	1
2025 Q1	$7.78M	Buy	201,084 +123,922	+161%	+$4.79M	8.82%	1
2024 Q4	$3.1M	Buy	+77,162	New	+$3.1M	6.55%	3