ARQ Wealth Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

ARQ Wealth Advisors’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	$2.06M	Buy	44,602 +25,274	+131%	+$1.15M	0.26%	94
2026 Q1	$811K	Buy	19,328 +1,042	+6%	+$45.2K	0.15%	105
2025 Q4	$799K	Buy	18,286 +1,217	+7%	+$53.2K	0.22%	69
2025 Q3	$741K	Buy	17,069 +1,656	+11%	+$70K	0.22%	68
2025 Q2	$596K	Hold	15,413	–	–	0.2%	63
2025 Q1	$596K	Buy	+15,413	New	+$620K	0.22%	58

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

ARQ Wealth Advisors's ACIO Position: Q2 2026 in Review

ARQ Wealth Advisors increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 131% in Q2 2026, buying an estimated $1.15M and bringing the position to 44,602 shares worth $2.06M. The position accounts for 0.26% of the portfolio, ranked #94.

ARQ Wealth Advisors first reported a position in ACIO in Q1 2025 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

ARQ Wealth Advisors held 44,602 shares of Aptus Collared Investment Opportunity ETF worth $2.06M as of Q2 2026.
ARQ Wealth Advisors bought 25,274 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $1.15M.
Aptus Collared Investment Opportunity ETF made up 0.26% of ARQ Wealth Advisors's portfolio in Q2 2026, its #94 holding.
ARQ Wealth Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.