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Brookwood Investment Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Brookwood Investment Group’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 		$600K Sell
14,305
-2,730
-16% -$118K 0.07% 251
2025
Q4 		$744K Buy
17,035
+105
+0.6% +$4.59K 0.09% 211
2025
Q3 		$735K Buy
16,930
+250
+1% +$10.6K 0.09% 192
2025
Q2 		$691K Sell
16,680
-820
-5% -$32.2K 0.11% 187
2025
Q1 		$677K Buy
+17,500
New +$703K 0.12% 175

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 $374B AUM 17.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 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 $1.46B AUM 14.11% 1-Year Est. Return

Brookwood Investment Group's ACIO Position: Q1 2026 in Review

Brookwood Investment Group reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 16% in Q1 2026, selling an estimated $118K and leaving 14,305 shares worth $600K. The position accounts for 0.07% of the portfolio, ranked #251.

Brookwood Investment Group first reported a position in ACIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $744K in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Brookwood Investment Group held 14,305 shares of Aptus Collared Investment Opportunity ETF worth $600K as of Q1 2026.
  • Brookwood Investment Group sold 2,730 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $118K.
  • Aptus Collared Investment Opportunity ETF made up 0.07% of Brookwood Investment Group's portfolio in Q1 2026, its #251 holding.
  • Brookwood Investment Group first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's Aptus Collared Investment Opportunity ETF position peaked at $744K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.