Carson Wealth (CWM LLC)
ACIO icon

Carson Wealth (CWM LLC)’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Carson Wealth (CWM LLC)’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 		$7.95M Sell
189,539
-5,218
-3% -$226K 0.02% 635
2025
Q4 		$8.51M Buy
194,757
+2,080
+1% +$91K 0.02% 577
2025
Q3 		$8.37M Buy
192,677
+89
+0% +$3.76K 0.03% 526
2025
Q2 		$7.97M Buy
192,588
+8,772
+5% +$345K 0.03% 448
2025
Q1 		$7.11M Buy
183,816
+5,776
+3% +$232K 0.03% 427
2024
Q4 		$7.16M Buy
178,040
+847
+0.5% +$34.3K 0.03% 391
2024
Q3 		$7.04M Buy
177,193
+19,660
+12% +$758K 0.03% 373
2024
Q2 		$5.93M Buy
157,533
+16,048
+11% +$581K 0.03% 386
2024
Q1 		$5.1M Sell
141,485
-5,390
-4% -$186K 0.02% 416
2023
Q4 		$4.87M Sell
146,875
-11,245
-7% -$355K 0.03% 398
2023
Q3 		$4.81M Sell
158,120
-64,199
-29% -$2M 0.03% 369
2023
Q2 		$6.92M Sell
222,319
-35,693
-14% -$1.08M 0.04% 285
2023
Q1 		$7.79M Buy
+258,012
New +$7.63M 0.05% 252

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

Carson Wealth (CWM LLC)'s ACIO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 2.7% in Q1 2026, selling an estimated $226K and leaving 189,539 shares worth $7.95M. The position accounts for 0.02% of the portfolio, ranked #635.

Carson Wealth (CWM LLC) first reported a position in ACIO in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.51M in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 189,539 shares of Aptus Collared Investment Opportunity ETF worth $7.95M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,218 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $226K.
  • Aptus Collared Investment Opportunity ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #635 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Aptus Collared Investment Opportunity ETF position peaked at $8.51M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.