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Advisor Resource Council’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Advisor Resource Council’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
2025
Q3 		– Sell
-19,180
Closed -$794K – 44
2025
Q2 		$794K Sell
19,180
-107,485
-85% -$4.23M 0.31% 56
2025
Q1 		$4.16M Buy
+126,665
New +$5.09M 0.34% 77
2024
Q4 		– Sell
-83,779
Closed -$3.33M – 72
2024
Q3 		$3.33M Buy
+83,779
New +$3.23M 1.5% 11
2024
Q2 		– Sell
-36,466
Closed -$1.21M – 71
2024
Q1 		$1.21M Sell
36,466
-1,761
-5% -$60.8K 0.51% 38
2023
Q4 		$1.27M Buy
38,227
+26,730
+232% +$844K 0.15% 145
2023
Q3 		$350K Buy
11,497
+3,435
+43% +$107K 0.18% 98
2023
Q2 		$251K Sell
8,062
-452,250
-98% -$13.7M 0.11% 130
2023
Q1 		$13.9M Buy
460,312
+410,227
+819% +$12.1M 3.5% 3
2022
Q4 		$1.44M Buy
50,085
+21,509
+75% +$630K 0.7% 22
2022
Q3 		$803K Buy
+28,576
New +$852K 0.54% 47

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Advisor Resource Council's ACIO Position: Q3 2025 in Review

Advisor Resource Council sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2025, closing a stake of 19,180 shares — an estimated $794K sold.

Advisor Resource Council first reported a position in ACIO in Q3 2022 and held it in 10 quarters. The position peaked at $13.9M in Q1 2023. 120 funds tracked by Wall St. Rank hold ACIO as of Q3 2025.

  • Advisor Resource Council reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2025 after selling out during the quarter.
  • Advisor Resource Council sold 19,180 Aptus Collared Investment Opportunity ETF shares in Q3 2025, an estimated $794K.
  • Advisor Resource Council first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2022 and held it in 10 quarters.
  • Advisor Resource Council's Aptus Collared Investment Opportunity ETF position peaked at $13.9M in Q1 2023.
  • 120 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.