Cetera Investment Advisers
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Cetera Investment Advisers’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Cetera Investment Advisers’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 		$248K Buy
+5,378
New +$244K ﹤0.01% 4313
2026
Q1 		– Sell
-5,508
Closed -$241K – 4794
2025
Q4 		$241K Sell
5,508
-2,795
-34% -$122K ﹤0.01% 4097
2025
Q3 		$361K Buy
+8,303
New +$351K ﹤0.01% 3669

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

Cetera Investment Advisers's ACIO Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 5,378 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #4313 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in ACIO as recently as Q4 2025.

Cetera Investment Advisers first reported a position in ACIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $361K in Q3 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Cetera Investment Advisers held 5,378 shares of Aptus Collared Investment Opportunity ETF worth $248K as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new Cetera Investment Advisers position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4313 holding.
  • Cetera Investment Advisers first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Aptus Collared Investment Opportunity ETF position peaked at $361K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.