Able Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Able Wealth Management’s Portfolio ACIO Stock Details ACIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$257K	Buy	5,415 +47	+0.9%	+$2.2K	0.06%	128
2026 Q2	$248K	Sell	5,368 -517	-9%	-$23.5K	0.06%	126
2026 Q1	$247K	Sell	5,885 -2,175	-27%	-$94.4K	0.07%	109
2025 Q4	$352K	Buy	8,060 +3,113	+63%	+$136K	0.11%	86
2025 Q3	$215K	Buy	+4,947	New	+$209K	0.08%	101

Other funds holding ACIO

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

CCP

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Able Wealth Management's ACIO Position: Q3 2026 in Review

Able Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.88% in Q3 2026, buying an estimated $2.2K and bringing the position to 5,415 shares worth $257K. The position accounts for 0.06% of the portfolio, ranked #128.

Able Wealth Management first reported a position in ACIO in Q3 2025 and has held it in 5 quarters since. The position peaked at $352K in Q4 2025. 28 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Able Wealth Management held 5,415 shares of Aptus Collared Investment Opportunity ETF worth $257K as of Q3 2026.
Able Wealth Management bought 47 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $2.2K.
Aptus Collared Investment Opportunity ETF made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #128 holding.
Able Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 5 quarters since.
Able Wealth Management's Aptus Collared Investment Opportunity ETF position peaked at $352K in Q4 2025.
28 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.