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