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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
Q2 		$760K Buy
16,465
+2,160
+15% +$98.2K 0.09% 232
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 $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

Brookwood Investment Group's ACIO Position: Q2 2026 in Review

Brookwood Investment Group increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 15% in Q2 2026, buying an estimated $98.2K and bringing the position to 16,465 shares worth $760K. The position accounts for 0.09% of the portfolio, ranked #232.

Brookwood Investment Group first reported a position in ACIO in Q1 2025 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Brookwood Investment Group held 16,465 shares of Aptus Collared Investment Opportunity ETF worth $760K as of Q2 2026.
  • Brookwood Investment Group bought 2,160 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $98.2K.
  • Aptus Collared Investment Opportunity ETF made up 0.09% of Brookwood Investment Group's portfolio in Q2 2026, its #232 holding.
  • Brookwood Investment Group first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 6 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.