Aptus Collared Investment Op
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 9 superinvestors own shares of Aptus Collared Investment Op (ACIO), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Aptus Collared Investment Op (ACIO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Aptus Collared Investment Op (ACIO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Aptus Collared Investment Op (ACIO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Todd J Smallwood@Sugarloaf Wealth Management, Llc
| 8.51% | $44.955M 1.117M shares@ 40.24 avg price | Increased 2.04% |
Stephanie West@Org Partners Llc
| 3.83% | $28.145M 699,439 shares@ 40.25 avg price | Increased 1.89% |
Paul B Ordonio@Park Place Capital Corp
| 7.73% | $27.586M 685,536 shares@ 40.25 avg price | Increased 27.86% |
Aryn Sands@Signal Advisors Wealth, Llc
| 1.58% | $13.917M 345,846 shares@ 40.25 avg price | Increased 134.26% |