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Beacon Capital Management LLC (Tennessee)’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-116
Closed -$4.82K – 147
2025
Q2 		$4.82K Hold
116
– – ﹤0.01% 768
2025
Q1 		$4.49K Hold
116
– – ﹤0.01% 791
2024
Q4 		$4.67K Hold
116
– – ﹤0.01% 739
2024
Q3 		$4.61K Hold
116
– – ﹤0.01% 830
2024
Q2 		$4.37K Buy
+116
New +$4.2K ﹤0.01% 733

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
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
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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ACIO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2025, closing a stake of 116 shares — an estimated $4.82K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ACIO in Q2 2024 and held it in 5 quarters. The position peaked at $4.82K in Q2 2025. 120 funds tracked by Wall St. Rank hold ACIO as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 116 Aptus Collared Investment Opportunity ETF shares in Q3 2025, an estimated $4.82K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2024 and held it in 5 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Aptus Collared Investment Opportunity ETF position peaked at $4.82K in Q2 2025.
  • 120 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.