APW
ACIO icon

Axim Planning & Wealth’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Axim Planning & Wealth’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
-4,618
Closed -$202K – 85
2025
Q4 		$202K Sell
4,618
-633
-12% -$27.7K 0.21% 72
2025
Q3 		$228K Sell
5,251
-1,515
-22% -$64.1K 0.18% 73
2025
Q2 		$280K Sell
6,766
-95
-1% -$3.73K 0.26% 38
2025
Q1 		$265K Sell
6,861
-2,000
-23% -$80.4K 0.24% 26
2024
Q4 		$357K Sell
8,861
-190
-2% -$7.69K 0.38% 15
2024
Q3 		$360K Hold
9,051
– – 0.4% 11
2024
Q2 		$341K Sell
9,051
-6,045
-40% -$219K 0.41% 10
2024
Q1 		$544K Buy
15,096
+3,013
+25% +$104K 0.44% 8
2023
Q4 		$401K Sell
12,083
-9,957
-45% -$315K 0.37% 10
2023
Q3 		$671K Buy
22,040
+1,520
+7% +$47.5K 0.59% 9
2023
Q2 		$638K Sell
20,520
-4,570
-18% -$139K 0.57% 9
2023
Q1 		$757K Sell
25,090
-3,393
-12% -$100K 0.75% 7
2022
Q4 		$821K Sell
28,483
-5,993
-17% -$175K 0.84% 10
2022
Q3 		$969K Buy
34,476
+388
+1% +$11.6K 0.95% 8
2022
Q2 		$983K Buy
+34,088
New +$1.02M 0.76% 7

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 $424B AUM 22.94% 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 $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 $1.98B AUM 19.96% 1-Year Est. Return

Axim Planning & Wealth's ACIO Position: Q1 2026 in Review

Axim Planning & Wealth sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026, closing a stake of 4,618 shares — an estimated $202K sold.

Axim Planning & Wealth first reported a position in ACIO in Q2 2022 and held it in 15 quarters. The position peaked at $983K in Q2 2022. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Axim Planning & Wealth reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2026 after selling out during the quarter.
  • Axim Planning & Wealth sold 4,618 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $202K.
  • Axim Planning & Wealth first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2022 and held it in 15 quarters.
  • Axim Planning & Wealth's Aptus Collared Investment Opportunity ETF position peaked at $983K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.