MBE Wealth Management’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
Q2 | $13.1M | Buy |
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|
2025
Q1 | $12.1M | Buy |
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|
2024
Q4 | $5.35M | Buy |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $3.63M | Buy |
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|
2024
Q1 | $3.3M | Buy |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $2.62M | Buy |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $236K | Buy |
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