Number of Shares
115,855.00
Current Holdings Value*
$4.80 Mil
% of Portfolio
2.61%
Total Estimate Gain
$1.18 Mil
% of Total Estimate Gain
29.39%

ONE PLUS ONE WEALTH MANAGEMENT, LLC's Aptus Collared Investment Opportunity ETF Holding Summary

As of 2025-06-30, ONE PLUS ONE WEALTH MANAGEMENT, LLC held 115,855.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $4.80 Mil. This investment constitutes 2.61% of their stock portfolio, and ONE PLUS ONE WEALTH MANAGEMENT, LLC now holds 0.24% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.

The initial trade took place in 2021Q3. And since then ONE PLUS ONE WEALTH MANAGEMENT, LLC has made 12 purchases of ACIO, at an average price of $31.39, for a total of 127,706.00 shares. In addition, there have been 4 sales at an average price of $31.09 for 11,851.00 shares. Based on historical transaction data and ACIO's current price of $41.59, ONE PLUS ONE WEALTH MANAGEMENT, LLC's estimated gain on his ACIO holdings is $1.18 Mil, reflecting a 29.39% gain to date.

ONE PLUS ONE WEALTH MANAGEMENT, LLC ACIO ($41.59) Holding Chart

ONE PLUS ONE WEALTH MANAGEMENT, 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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