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Atomi Financial Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Atomi Financial Group’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 		– Sell
-5,235
Closed -$229K – 1211
2025
Q4 		$229K Buy
5,235
+4
+0.1% +$175 0.01% 1075
2025
Q3 		$227K Sell
5,231
-421
-7% -$17.8K 0.01% 1051
2025
Q2 		$234K Sell
5,652
-2,540
-31% -$99.9K 0.01% 963
2025
Q1 		$317K Sell
8,192
-9,253
-53% -$372K 0.01% 745
2024
Q4 		$702K Sell
17,445
-23,725
-58% -$961K 0.04% 359
2024
Q3 		$1.64M Buy
41,170
+2,863
+7% +$110K 0.1% 163
2024
Q2 		$1.44M Buy
38,307
+1,750
+5% +$63.4K 0.11% 154
2024
Q1 		$1.32M Buy
36,557
+5,202
+17% +$180K 0.12% 152
2023
Q4 		$1.04M Sell
31,355
-809
-3% -$25.6K 0.14% 133
2023
Q3 		$979K Sell
32,164
-5,439
-14% -$170K 0.33% 85
2023
Q2 		$1.17M Sell
37,603
-622
-2% -$18.9K 0.53% 46
2023
Q1 		$1.15M Buy
+38,225
New +$1.13M 0.64% 37

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

Atomi Financial Group's ACIO Position: Q1 2026 in Review

Atomi Financial Group sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026, closing a stake of 5,235 shares — an estimated $229K sold.

Atomi Financial Group first reported a position in ACIO in Q1 2023 and held it in 12 quarters. The position peaked at $1.64M in Q3 2024. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Atomi Financial Group reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 5,235 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $229K.
  • Atomi Financial Group first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2023 and held it in 12 quarters.
  • Atomi Financial Group's Aptus Collared Investment Opportunity ETF position peaked at $1.64M in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.