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

Ameritas Advisory Services’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	$246K	Hold	5,321	–	–	0.01%	1023
2026 Q1	$223K	Hold	5,321	–	–	0.01%	893
2025 Q4	$233K	Buy	+5,321	New	+$233K	0.01%	852
2025 Q2	–	Sell	-5,321	Closed	-$206K	–	2838
2025 Q1	$206K	Buy	+5,321	New	+$214K	0.01%	817

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 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

Ameritas Advisory Services's ACIO Position: Q2 2026 in Review

Ameritas Advisory Services held its Aptus Collared Investment Opportunity ETF (ACIO) position steady in Q2 2026 at 5,321 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1023.

Ameritas Advisory Services first reported a position in ACIO in Q1 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Ameritas Advisory Services held 5,321 shares of Aptus Collared Investment Opportunity ETF worth $246K as of Q2 2026.
Ameritas Advisory Services left its Aptus Collared Investment Opportunity ETF share count unchanged in Q2 2026.
Aptus Collared Investment Opportunity ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1023 holding.
Ameritas Advisory Services first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 4 quarters since.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.