AA
ACIO icon

Advisory Alpha’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Advisory Alpha’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
2022
Q1 		– Sell
-6,339
Closed -$207K – 266
2021
Q4 		$207K Buy
+6,339
New +$201K 0.01% 252

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
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisory Alpha's ACIO Position: Q1 2022 in Review

Advisory Alpha sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2022, closing a stake of 6,339 shares — an estimated $207K sold.

Advisory Alpha first reported a position in ACIO in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 28 funds tracked by Wall St. Rank hold ACIO as of Q1 2022.

  • Advisory Alpha reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2022 after selling out during the quarter.
  • Advisory Alpha sold 6,339 Aptus Collared Investment Opportunity ETF shares in Q1 2022, an estimated $207K.
  • Advisory Alpha first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2021 and held it in 1 quarter.
  • Advisory Alpha's Aptus Collared Investment Opportunity ETF position peaked at $207K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2022.

Based on Advisory Alpha's 13F filing for Q1 2022, filed 2 May 2022.