Burt Wealth Advisors
ACIO icon

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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Sugarloaf Wealth Management
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Advisor Resource Council
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
Derbend Asset Management
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.