Orion Portfolio Solutions’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $3.83M | Sell |
99,104
-22,391
| -18% | -$866K | 0.04% | 432 |
|
2024
Q4 | $4.89M | Buy |
121,495
+93,459
| +333% | +$3.76M | 0.05% | 338 |
|
2024
Q3 | $1.11M | Buy |
28,036
+2,245
| +9% | +$89.2K | 0.01% | 1002 |
|
2024
Q2 | $971K | Buy |
25,791
+12,389
| +92% | +$466K | 0.01% | 1010 |
|
2024
Q1 | $483K | Buy |
+13,402
| New | +$483K | 0.01% | 1273 |
|