TrueWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15M | Sell |
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|
2025
Q2 | $17.4M | Buy |
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2025
Q1 | $15.4M | Buy |
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|
2024
Q4 | $14.8M | Sell |
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|
2024
Q3 | $19.8M | Buy |
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|
2024
Q2 | $18M | Buy |
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|
2024
Q1 | $14.6M | Buy |
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|
2023
Q4 | $12.8M | Buy |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $8.68M | Buy |
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|
2023
Q1 | $8.2M | Buy |
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