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Advisornet Financial’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Advisornet Financial’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
2020
Q4 		– Sell
-13,337
Closed -$354K – 1650
2020
Q3 		$354K Buy
13,337
+1,229
+10% +$32.4K 0.03% 393
2020
Q2 		$305K Buy
12,108
+247
+2% +$5.98K 0.02% 426
2020
Q1 		$285K Buy
+11,861
New +$293K 0.03% 404

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Advisornet Financial's ACIO Position: Q4 2020 in Review

Advisornet Financial sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2020, closing a stake of 13,337 shares — an estimated $354K sold.

Advisornet Financial first reported a position in ACIO in Q1 2020 and held it in 3 quarters. The position peaked at $354K in Q3 2020. 9 funds tracked by Wall St. Rank hold ACIO as of Q4 2020.

  • Advisornet Financial reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2020 after selling out during the quarter.
  • Advisornet Financial sold 13,337 Aptus Collared Investment Opportunity ETF shares in Q4 2020, an estimated $354K.
  • Advisornet Financial first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2020 and held it in 3 quarters.
  • Advisornet Financial's Aptus Collared Investment Opportunity ETF position peaked at $354K in Q3 2020.
  • 9 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.