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Etf Ser Solutions Aptus Collared shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management 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 Perigon Wealth Management 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 Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $312k 7.8k 39.74
2024-06-30 $282k 7.5k 37.63
2024-03-31 $237k 6.6k 36.03
2023-12-31 $213k 6.4k 33.16
2023-06-30 $200k 6.4k 31.11

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

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