LPL Financial’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.8M | Buy |
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|
2025
Q2 | $19.8M | Buy |
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|
2025
Q1 | $17.7M | Buy |
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|
2024
Q4 | $17.6M | Buy |
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|
2024
Q3 | $15.3M | Buy |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $4.79M | Buy |
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|
2023
Q4 | $2.42M | Buy |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $715K | Buy |
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|
2022
Q4 | $544K | Sell |
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|
2022
Q3 | $755K | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $263K | Buy |
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