Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $45M | Buy |
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|
2024
Q3 | $43.5M | Buy |
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|
2024
Q2 | $39.7M | Buy |
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|
2024
Q1 | $37.5M | Buy |
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|
2023
Q4 | $31.7M | Sell |
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|
2023
Q3 | $30.5M | Sell |
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|
2023
Q2 | $53M | Buy |
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|
2023
Q1 | $50.4M | Buy |
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|
2022
Q4 | $45.9M | Buy |
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|
2022
Q3 | $40.5M | Buy |
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|
2022
Q2 | $41.2M | Buy |
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|
2022
Q1 | $41M | Buy |
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|
2021
Q4 | $38.7M | Buy |
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|
2021
Q3 | $33.8M | Buy |
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|
2021
Q2 | $33M | Buy |
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|
2021
Q1 | $28.8K | Sell |
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|
2020
Q4 | $24.8M | Buy |
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|
2020
Q3 | $23.1M | Buy |
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|
2020
Q2 | $20.3M | Buy |
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|
2020
Q1 | $18.3M | Buy |
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|
2019
Q4 | $13.6M | Buy |
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