Atria Investments’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Atria Investments’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	$3.43M	Sell	81,847 -1,371	-2%	-$59.5K	0.04%	494
2025 Q4	$3.64M	Buy	83,218 +10,912	+15%	+$477K	0.04%	482
2025 Q3	$3.14M	Buy	72,306 +11,837	+20%	+$500K	0.04%	554
2025 Q2	$2.5M	Buy	60,469 +4,170	+7%	+$164K	0.03%	634
2025 Q1	$2.18M	Buy	56,299 +1,359	+2%	+$54.6K	0.03%	665
2024 Q4	$2.21M	Sell	54,940 -1,691	-3%	-$68.5K	0.03%	636
2024 Q3	$2.25M	Buy	56,631 +4,679	+9%	+$180K	0.03%	622
2024 Q2	$1.95M	Buy	51,952 +2,084	+4%	+$75.5K	0.03%	654
2024 Q1	$1.8M	Sell	49,868 -2,256	-4%	-$77.9K	0.02%	702
2023 Q4	$1.73M	Buy	+52,124	New	+$1.65M	0.03%	652
2023 Q3	–	Sell	-33,056	Closed	-$1.03M	–	843
2023 Q2	$1.03M	Sell	33,056 -171	-0.5%	-$5.19K	0.02%	810
2023 Q1	$1M	Buy	+33,227	New	+$983K	0.02%	809

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

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 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

Atria Investments's ACIO Position: Q1 2026 in Review

Atria Investments reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 1.6% in Q1 2026, selling an estimated $59.5K and leaving 81,847 shares worth $3.43M. The position accounts for 0.04% of the portfolio, ranked #494.

Atria Investments first reported a position in ACIO in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.64M in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

Atria Investments held 81,847 shares of Aptus Collared Investment Opportunity ETF worth $3.43M as of Q1 2026.
Atria Investments sold 1,371 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $59.5K.
Aptus Collared Investment Opportunity ETF made up 0.04% of Atria Investments's portfolio in Q1 2026, its #494 holding.
Atria Investments first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2023 and has held it in 12 quarters since.
Atria Investments's Aptus Collared Investment Opportunity ETF position peaked at $3.64M in Q4 2025.
133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.