Betterment LLC’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Betterment LLC’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	$951K	Sell	20,621 -818	-4%	-$37.2K	﹤0.01%	359
2026 Q1	$900K	Sell	21,439 -7,200	-25%	-$312K	﹤0.01%	343
2025 Q4	$1.25M	Buy	28,639 +3,893	+16%	+$170K	﹤0.01%	279
2025 Q3	$1.07M	Buy	24,746 +3,221	+15%	+$136K	﹤0.01%	286
2025 Q2	$891K	Buy	21,525 +16,312	+313%	+$641K	﹤0.01%	283
2025 Q1	$202K	Buy	+5,213	New	+$210K	﹤0.01%	458

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 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

Betterment LLC's ACIO Position: Q2 2026 in Review

Betterment LLC reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 3.8% in Q2 2026, selling an estimated $37.2K and leaving 20,621 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Betterment LLC first reported a position in ACIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Betterment LLC held 20,621 shares of Aptus Collared Investment Opportunity ETF worth $951K as of Q2 2026.
Betterment LLC sold 818 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $37.2K.
Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #359 holding.
Betterment LLC first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 6 quarters since.
Betterment LLC's Aptus Collared Investment Opportunity ETF position peaked at $1.25M in Q4 2025.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.