SFG
Sunburst Financial Group’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 | $37.5M | Buy |
905,394
+45,513
| +5% | +$1.88M | 8.4% | 3 |
|
|
2025
Q1 | $33.3M | Buy |
859,881
+87,379
| +11% | +$3.38M | 8.17% | 4 |
|
|
2024
Q4 | $31.1M | Buy |
772,502
+94,331
| +14% | +$3.8M | 7.69% | 4 |
|
|
2024
Q3 | $27M | Buy |
678,171
+139,339
| +26% | +$5.54M | 6.83% | 5 |
|
|
2024
Q2 | $20.3M | Buy |
538,832
+247,621
| +85% | +$9.32M | 5.5% | 6 |
|
|
2024
Q1 | $10.5M | Buy |
+291,211
| New | +$10.5M | 2.96% | 7 |
|