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Etf Ser Solutions Aptus Collared shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 498k 39.74
2024-06-30 $18M 479k 37.63
2024-03-31 $15M 405k 36.03
2023-12-31 $13M 387k 33.16
2023-09-30 $11M 366k 30.43
2023-06-30 $8.7M 279k 31.11
2023-03-31 $8.2M 272k 30.19

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Advisors

Top funds holding Etf Ser Solutions Aptus Collared

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

View all funds holding Etf Ser Solutions Aptus Collared