ACIO

Aptus Collared Investment Op

Latest period2024 - Q4Total superinvestors9

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 2.04%
8.51%
$44.955M
1.117M shares@ 40.24 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 1.89%
3.83%
$28.145M
699,439 shares@ 40.25 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Increased 27.86%
7.73%
$27.586M
685,536 shares@ 40.25 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -26.04%
4.96%
$14.833M
368,623 shares@ 40.24 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Increased 134.26%
1.58%
$13.917M
345,846 shares@ 40.25 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
New Position
0.63%
$3.346M
83,161 shares@ 40.25 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Decreased -57.62%
0.04%
$701,997
17,445 shares@ 40.25 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Decreased -2.36%
0.24%
$653,000
16,230 shares@ 40.24 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
0.01%
$110,297
2,741 shares@ 40.24 avg price