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Second Half Financial Partners’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
$3.26M Buy
78,735
+2,036
+3% +$84.3K 1.54% 9
2025
Q1
$2.97M Sell
76,699
-369
-0.5% -$14.3K 1.47% 9
2024
Q4
$3.1M Sell
77,068
-557
-0.7% -$22.4K 1.52% 15
2024
Q3
$3.08M Buy
+77,625
New +$3.08M 1.64% 19