Aspire Wealth Management
ACIO icon

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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Sugarloaf Wealth Management
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Menard Financial Group
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Derbend Asset Management
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
Precision Wealth Strategies
Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 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.