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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
2024-03-31 $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)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Etf Ser Solutions Aptus Collared

Brogan Financial
Raymond James Financial Services Advisors
Sugarloaf Wealth Management
Second Line Capital
First Heartland Consultants
ORG Partners
Compass Ion Advisors
TrueWealth Advisors
Advisory Services Network
Bienville Capital Management
MAI Wealth Advisors
Sunburst Financial Group
Spotlight Asset Group
Level Four Advisory Services
Silver Oak Securities

View all funds holding Etf Ser Solutions Aptus Collared