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Etf Ser Solutions Aptus Collared shares owned by CWM

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

Historical chart of CWM investment in Etf Ser Solutions Aptus Collared

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All positions including Etf Ser Solutions Aptus Collared held by CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.4M 193k 43.43
2025-06-30 $8.0M 193k 41.40
2025-03-31 $7.1M 184k 38.69
2024-12-31 $7.2M 178k 40.24
2024-09-30 $7.0M 177k 39.74
2024-06-30 $5.9M 158k 37.63
2024-03-31 $5.1M 142k 36.03
2023-12-31 $4.9M 147k 33.16
2023-09-30 $4.8M 158k 30.43
2023-06-30 $6.9M 222k 31.11
2023-03-31 $7.8M 258k 30.19

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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
Clarus Group
Signal Advisors Wealth
First Heartland Consultants
Park Place Capital Corp
Sunburst Financial Group
Advisory Services Network

View all funds holding Etf Ser Solutions Aptus Collared