Clarus Group, Inc. ACIO Holdings History

Number of Shares
1.12 Mil
Current Holdings Value*
$46.24 Mil
% of Portfolio
16.98%
Total Estimate Gain
$5.23 Mil
% of Total Estimate Gain
11.71%

Clarus Group, Inc.'s Aptus Collared Investment Opportunity ETF Holding Summary

As of 2025-06-30, Clarus Group, Inc. held 1.12 Mil shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $46.24 Mil. This investment constitutes 16.98% of their stock portfolio, and Clarus Group, Inc. now holds 2.34% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.

The initial trade took place in 2024Q1. And since then Clarus Group, Inc. has made 4 purchases of ACIO, at an average price of $37.17, for a total of 1.20 Mil shares. In addition, there have been 2 sales at an average price of $39.91 for 85,530.00 shares. Based on historical transaction data and ACIO's current price of $41.65, Clarus Group, Inc.'s estimated gain on his ACIO holdings is $5.23 Mil, reflecting a 11.71% gain to date.

Clarus Group, Inc. ACIO ($41.65) Holding Chart

Clarus Group, Inc. ACIO ($41.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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