MWM
ACIO icon

Mascagni Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$549K Sell
13,255
-1,666
-11% -$69K 0.47% 62
2025
Q1
$577K Hold
14,921
0.57% 51
2024
Q4
$577K Buy
+14,921
New +$577K 0.57% 51