KFG WEALTH MANAGEMENT, LLC ACIO Holdings History
KFG WEALTH MANAGEMENT, LLC's Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held 1.47 Mil shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $61.02 Mil. This investment constitutes 9.81% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 3.12% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2024Q3. And since then KFG WEALTH MANAGEMENT, LLC has made 4 purchases of ACIO, at an average price of $39.16, for a total of 1.47 Mil shares. Based on historical transaction data and ACIO's current price of $41.78, KFG WEALTH MANAGEMENT, LLC's estimated gain on his ACIO holdings is $3.85 Mil, reflecting a 6.68% gain to date.
KFG WEALTH MANAGEMENT, LLC ACIO ($41.78) Holding Chart
KFG WEALTH MANAGEMENT, LLC ACIO ($41.78) 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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