AWA
ACIO icon

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
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 $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

ARQ Wealth Advisors's ACIO Position: Q1 2026 in Review

ARQ Wealth Advisors increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 5.7% in Q1 2026, buying an estimated $45.2K and bringing the position to 19,328 shares worth $811K. The position accounts for 0.15% of the portfolio, ranked #105.

ARQ Wealth Advisors first reported a position in ACIO in Q1 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • ARQ Wealth Advisors held 19,328 shares of Aptus Collared Investment Opportunity ETF worth $811K as of Q1 2026.
  • ARQ Wealth Advisors bought 1,042 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $45.2K.
  • Aptus Collared Investment Opportunity ETF made up 0.15% of ARQ Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • ARQ Wealth Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.