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

Oregon Pacific Wealth Management’s Portfolio ACIO Stock Details ACIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.63M Sell
63,627
-1,297
-2% -$53.7K 2.49% 9
2025
Q1 		$2.51M Buy
+64,924
New +$2.51M 2.51% 8