Maripau 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 | $7.55M | Sell |
181,346
-9,872
| -5% | -$411K | 3.8% | 4 |
|
|
2025
Q1 | $7.4M | Buy |
191,218
+42,218
| +28% | +$1.63M | 4.25% | 4 |
|
|
2024
Q4 | $6M | Buy |
149,000
+70,179
| +89% | +$2.82M | 3.56% | 4 |
|
|
2024
Q3 | $3.13M | Buy |
78,821
+36,780
| +87% | +$1.46M | 2.71% | 10 |
|
|
2024
Q2 | $1.58M | Buy |
42,041
+25,636
| +156% | +$965K | 1.08% | 26 |
|
|
2024
Q1 | $591K | Buy |
+16,405
| New | +$591K | 0.44% | 52 |
|