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Burt Wealth Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Burt Wealth Advisors’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
2023
Q1 		– Sell
-16,800
Closed -$484K – 105
2022
Q4 		$484K Buy
+16,800
New +$492K 0.16% 54

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return

Burt Wealth Advisors's ACIO Position: Q1 2023 in Review

Burt Wealth Advisors sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2023, closing a stake of 16,800 shares — an estimated $484K sold.

Burt Wealth Advisors first reported a position in ACIO in Q4 2022 and held it in 1 quarter. The position peaked at $484K in Q4 2022. 43 funds tracked by Wall St. Rank hold ACIO as of Q1 2023.

  • Burt Wealth Advisors reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2023 after selling out during the quarter.
  • Burt Wealth Advisors sold 16,800 Aptus Collared Investment Opportunity ETF shares in Q1 2023, an estimated $484K.
  • Burt Wealth Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2022 and held it in 1 quarter.
  • Burt Wealth Advisors's Aptus Collared Investment Opportunity ETF position peaked at $484K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2023.

Based on Burt Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.