Compass Ion Advisors, LLC ACIO Holdings History
Compass Ion Advisors, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-06-30, Compass Ion Advisors, LLC held 564,426.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $23.37 Mil. This investment constitutes 2.53% of their stock portfolio, and Compass Ion Advisors, LLC now holds 1.19% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2022Q2. And since then Compass Ion Advisors, LLC has made 7 purchases of ACIO, at an average price of $30.27, for a total of 6.33 Mil shares. In addition, there have been 6 sales at an average price of $30.76 for 5.76 Mil shares. Based on historical transaction data and ACIO's current price of $41.59, Compass Ion Advisors, LLC's estimated gain on his ACIO holdings is $9.22 Mil, reflecting a 4.82% gain to date.
Compass Ion Advisors, LLC ACIO ($41.59) Holding Chart
Compass Ion Advisors, LLC ACIO ($41.59) 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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