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

Aspire 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
2022
Q3 		– Sell
-3,743
Closed -$108K – 168
2022
Q2 		$108K Buy
3,743
+7
+0.2% +$209 0.1% 99
2022
Q1 		$118K Sell
3,736
-26
-0.7% -$813 0.09% 99
2021
Q4 		$123K Buy
+3,762
New +$119K 0.1% 100

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Aspire Wealth Management's ACIO Position: Q3 2022 in Review

Aspire Wealth Management sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2022, closing a stake of 3,743 shares — an estimated $108K sold.

Aspire Wealth Management first reported a position in ACIO in Q4 2021 and held it in 3 quarters. The position peaked at $123K in Q4 2021. 34 funds tracked by Wall St. Rank hold ACIO as of Q3 2022.

  • Aspire Wealth Management reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2022 after selling out during the quarter.
  • Aspire Wealth Management sold 3,743 Aptus Collared Investment Opportunity ETF shares in Q3 2022, an estimated $108K.
  • Aspire Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2021 and held it in 3 quarters.
  • Aspire Wealth Management's Aptus Collared Investment Opportunity ETF position peaked at $123K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2022.

Based on Aspire Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.