Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $598K | Sell |
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|
2025
Q4 | $649K | Sell |
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|
2025
Q3 | $703K | Sell |
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|
2025
Q2 | $761K | Buy |
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|
2025
Q1 | $617K | Buy |
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|
2024
Q4 | $612K | Buy |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $282K | Buy |
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|
2024
Q1 | $237K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $200K | Buy |
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