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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
2024-03-31 $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)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Etf Ser Solutions Aptus Enhanced (JUCY)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for TrueWealth Advisors

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
Bienville Capital Management
Advisory Services Network
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