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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

Tip: Access up to 7 years of quarterly data

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
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)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Etf Ser Solutions Aptus Collared

Aptus Capital Advisors
Integrated Wealth Concepts
Raymond James Financial Services Advisors
Brogan Financial
Envestnet Asset Management
Second Line Capital
Sugarloaf Wealth Management
Kfg Wealth Management
Bienville Capital Management
Clarus Group
First Heartland Consultants
MAI Wealth Advisors
ORG Partners
Sunburst Financial Group
Delta Investment Management

View all funds holding Etf Ser Solutions Aptus Collared