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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
Q2 		$3.87M Buy
83,861
+2,014
+2% +$91.5K 0.04% 470
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 $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Atria Investments's ACIO Position: Q2 2026 in Review

Atria Investments increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 2.5% in Q2 2026, buying an estimated $91.5K and bringing the position to 83,861 shares worth $3.87M. The position accounts for 0.04% of the portfolio, ranked #470.

Atria Investments first reported a position in ACIO in Q1 2023 and has held it in 13 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Atria Investments held 83,861 shares of Aptus Collared Investment Opportunity ETF worth $3.87M as of Q2 2026.
  • Atria Investments bought 2,014 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $91.5K.
  • Aptus Collared Investment Opportunity ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #470 holding.
  • Atria Investments first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2023 and has held it in 13 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.