AWM
ACIO icon

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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Able Wealth Management's ACIO Position: Q2 2026 in Review

Able Wealth Management reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 8.8% in Q2 2026, selling an estimated $23.5K and leaving 5,368 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #126.

Able Wealth Management first reported a position in ACIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Able Wealth Management held 5,368 shares of Aptus Collared Investment Opportunity ETF worth $248K as of Q2 2026.
  • Able Wealth Management sold 517 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $23.5K.
  • Aptus Collared Investment Opportunity ETF made up 0.06% of Able Wealth Management's portfolio in Q2 2026, its #126 holding.
  • Able Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 4 quarters since.
  • Able Wealth Management's Aptus Collared Investment Opportunity ETF position peaked at $352K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.