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Avantax Advisory Services’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$276K Buy
+6,671
New +$262K ﹤0.01% 1980

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 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
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's ACIO Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2025: 6,671 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1980 among its holdings.

115 funds tracked by Wall St. Rank hold ACIO as of Q2 2025.

  • Avantax Advisory Services held 6,671 shares of Aptus Collared Investment Opportunity ETF worth $276K as of Q2 2025.
  • Aptus Collared Investment Opportunity ETF was a new Avantax Advisory Services position in Q2 2025.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1980 holding.
  • 115 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.