SCFS
S.C. Financial Services’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-19,161
| Closed | -$538K | – | 119 |
|
|
2022
Q3 | $538K | Sell |
19,161
-2,189
| -10% | -$61.5K | 0.85% | 36 |
|
|
2022
Q2 | $616K | Sell |
21,350
-3,947
| -16% | -$114K | 0.95% | 29 |
|
|
2022
Q1 | $796K | Sell |
25,297
-879
| -3% | -$27.7K | 1.02% | 24 |
|
|
2021
Q4 | $836K | Buy |
+26,176
| New | +$836K | 0.96% | 27 |
|