United Advisor Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.7M | Buy |
306,475
+17,548
| +6% | +$726K | 2.19% | 5 |
|
2025
Q1 | $11.2M | Buy |
288,927
+18,174
| +7% | +$703K | 2.29% | 5 |
|
2024
Q4 | $10.9M | Buy |
270,753
+37,485
| +16% | +$1.51M | 2.16% | 6 |
|
2024
Q3 | $9.27M | Buy |
233,268
+35,698
| +18% | +$1.42M | 2.09% | 6 |
|
2024
Q2 | $7.43M | Buy |
197,570
+63,304
| +47% | +$2.38M | 2.31% | 7 |
|
2024
Q1 | $4.84M | Buy |
+134,266
| New | +$4.84M | 1.82% | 13 |
|