AWM
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Avior Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Avior 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
2025
Q1 		– Sell
-2,741
Closed -$110K – 753
2024
Q4 		$110K Hold
2,741
– – ﹤0.01% 864
2024
Q3 		$109K Sell
2,741
-384
-12% -$14.8K ﹤0.01% 861
2024
Q2 		$118K Sell
3,125
-327
-9% -$11.8K 0.01% 810
2024
Q1 		$124K Buy
+3,452
New +$119K 0.01% 871
2023
Q3 		– Sell
-374
Closed -$11.6K – 1593
2023
Q2 		$11.6K Sell
374
-6,500
-95% -$197K ﹤0.01% 1000
2023
Q1 		$208K Buy
+6,874
New +$203K 0.01% 522

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Avior Wealth Management's ACIO Position: Q1 2025 in Review

Avior Wealth Management sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2025, closing a stake of 2,741 shares — an estimated $110K sold.

Avior Wealth Management first reported a position in ACIO in Q1 2023 and held it in 6 quarters. The position peaked at $208K in Q1 2023. 110 funds tracked by Wall St. Rank hold ACIO as of Q1 2025.

  • Avior Wealth Management reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,741 Aptus Collared Investment Opportunity ETF shares in Q1 2025, an estimated $110K.
  • Avior Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2023 and held it in 6 quarters.
  • Avior Wealth Management's Aptus Collared Investment Opportunity ETF position peaked at $208K in Q1 2023.
  • 110 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.