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

Allworth 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
2026
Q2 		– Sell
-494
Closed -$20.7K – 5150
2026
Q1 		$20.7K Hold
494
– – ﹤0.01% 2978
2025
Q4 		$21.6K Buy
494
+88
+22% +$3.85K ﹤0.01% 2769
2025
Q3 		$17.6K Buy
+406
New +$17.2K ﹤0.01% 2780

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

Allworth Financial's ACIO Position: Q2 2026 in Review

Allworth Financial sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026, closing a stake of 494 shares — an estimated $20.7K sold.

Allworth Financial first reported a position in ACIO in Q3 2025 and held it in 3 quarters. The position peaked at $21.6K in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Allworth Financial reported no remaining Aptus Collared Investment Opportunity ETF position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 494 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $20.7K.
  • Allworth Financial first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and held it in 3 quarters.
  • Allworth Financial's Aptus Collared Investment Opportunity ETF position peaked at $21.6K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.