Waterloo Capital, L.P. ACIO Holdings History
Waterloo Capital, L.P.'s Aptus Collared Investment Opportunity ETF Holding Summary
As of 2025-03-31, Waterloo Capital, L.P. held 770,605.00 shares of Aptus Collared Investment Opportunity ETF(ACIO), totaling $29.81 Mil. This investment constitutes 2.77% of their stock portfolio, and Waterloo Capital, L.P. now holds 1.69% of the outstanding Aptus Collared Investment Opportunity ETF(ACIO) stock.
The initial trade took place in 2023Q1. And since then Waterloo Capital, L.P. has made 8 purchases of ACIO, at an average price of $32.54, for a total of 774,075.00 shares. In addition, there have been 1 sales at an average price of $31.59 for 3,470.00 shares. Based on historical transaction data and ACIO's current price of $41.65, Waterloo Capital, L.P.'s estimated gain on his ACIO holdings is $7.01 Mil, reflecting a 27.84% gain to date.
Waterloo Capital, L.P. ACIO ($41.65) Holding Chart
Waterloo Capital, L.P. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
