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

AE 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 		$36.1K Sell
783
-304
-28% -$13.8K ﹤0.01% 2152
2026
Q1 		$45.6K Buy
1,087
+1
+0.1% +$43 ﹤0.01% 1980
2025
Q4 		$47.4K Buy
1,086
+781
+256% +$34.2K ﹤0.01% 1860
2025
Q3 		$13.2K Hold
305
– – ﹤0.01% 1962
2025
Q2 		$12.6K Buy
305
+85
+39% +$3.34K ﹤0.01% 1842
2025
Q1 		$8.51K Sell
220
-883
-80% -$35.5K ﹤0.01% 1873
2024
Q4 		$44.4K Buy
+1,103
New +$44.7K ﹤0.01% 1577

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

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

AE Wealth Management reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 28% in Q2 2026, selling an estimated $13.8K and leaving 783 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

AE Wealth Management first reported a position in ACIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.4K in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • AE Wealth Management held 783 shares of Aptus Collared Investment Opportunity ETF worth $36.1K as of Q2 2026.
  • AE Wealth Management sold 304 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $13.8K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2152 holding.
  • AE Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's Aptus Collared Investment Opportunity ETF position peaked at $47.4K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.