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BOK Financial’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

BOK Financial’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
Q4 		– Sell
-4,326
Closed -$188K – 999
2025
Q3 		$188K Sell
4,326
-17,130
-80% -$724K ﹤0.01% 699
2025
Q2 		$888K Buy
21,456
+4,326
+25% +$170K 0.01% 459
2025
Q1 		$663K Buy
+17,130
New +$689K 0.01% 499

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
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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

BOK Financial's ACIO Position: Q4 2025 in Review

BOK Financial sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2025, closing a stake of 4,326 shares — an estimated $188K sold.

BOK Financial first reported a position in ACIO in Q1 2025 and held it in 3 quarters. The position peaked at $888K in Q2 2025. 134 funds tracked by Wall St. Rank hold ACIO as of Q4 2025.

  • BOK Financial reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2025 after selling out during the quarter.
  • BOK Financial sold 4,326 Aptus Collared Investment Opportunity ETF shares in Q4 2025, an estimated $188K.
  • BOK Financial first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and held it in 3 quarters.
  • BOK Financial's Aptus Collared Investment Opportunity ETF position peaked at $888K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2025.

Based on BOK Financial's 13F filing for Q4 2025, filed 3 Feb 2026.