NW
Naviter Wealth’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 | – | Sell |
-358,884
| Closed | -$13.9M | – | 275 |
|
|
2025
Q1 | $13.9M | Buy |
358,884
+22,811
| +7% | +$881K | 1.68% | 13 |
|
|
2024
Q4 | $13.5M | Sell |
336,073
-3,228
| -1% | -$130K | 1.63% | 13 |
|
|
2024
Q3 | $13.5M | Buy |
+339,301
| New | +$13.5M | 1.88% | 9 |
|