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

Citadel 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
2026
Q1 		$441K Buy
+10,500
New +$456K ﹤0.01% 9598

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

Citadel Advisors's ACIO Position: Q1 2024 in Review

Citadel Advisors sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2024, closing a stake of 6,628 shares — an estimated $220K sold.

Citadel Advisors first reported a position in ACIO in Q4 2021 and held it in 7 quarters. The position peaked at $1.49M in Q1 2023. 64 funds tracked by Wall St. Rank hold ACIO as of Q1 2024.

  • Citadel Advisors reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2024 after selling out during the quarter.
  • Citadel Advisors sold 6,628 Aptus Collared Investment Opportunity ETF shares in Q1 2024, an estimated $220K.
  • Citadel Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2021 and held it in 7 quarters.
  • Citadel Advisors's Aptus Collared Investment Opportunity ETF position peaked at $1.49M in Q1 2023.
  • 64 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2024.

Based on Citadel Advisors's 13F filing for Q1 2024, filed 15 May 2024.