AWM
ACIO icon

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

Axxcess 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
2026
Q2 		$346K Buy
+7,490
New +$340K 0.01% 822
2026
Q1 		– Sell
-7,475
Closed -$327K – 380
2025
Q4 		$327K Buy
7,475
+5
+0.1% +$219 0.01% 824
2025
Q3 		$324K Buy
+7,470
New +$316K 0.01% 736

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

Axxcess Wealth Management's ACIO Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 7,490 shares worth $346K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ACIO as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ACIO in Q3 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Axxcess Wealth Management held 7,490 shares of Aptus Collared Investment Opportunity ETF worth $346K as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #822 holding.
  • Axxcess Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.