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Etf Ser Solutions Aptus Collared shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Etf Ser Solutions Aptus Collared (ACIO) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Etf Ser Solutions Aptus Collared

Tip: Access up to 7 years of quarterly data

All positions including Etf Ser Solutions Aptus Collared held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Etf Ser Solutions Aptus Collared by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $2.3k 60 38.68

More positions owned by Concord Wealth Partners

NVIDIA Corporation (NVDA)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfli Intrmdit (SPTI)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Wisdomtree Tr Us Midcap Divid (DON)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Short Duration F (DFSD)
Broadcom (AVGO)

View all positions for Concord Wealth Partners

Top funds holding Etf Ser Solutions Aptus Collared

Aptus Capital Advisors
Integrated Wealth Concepts
Guardian Wealth Advisors, Llc / Nc
CI Private Wealth
Brogan Financial
Envestnet Asset Management
Kfg Wealth Management
Raymond James Financial
Second Line Capital
Signal Advisors Wealth
Clarus Group
Park Place Capital Corp
First Heartland Consultants
Sunburst Financial Group
Advisory Services Network

View all funds holding Etf Ser Solutions Aptus Collared