Citadel Advisors
ACIO icon

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
Q2 		– Sell
-10,500
Closed -$441K – 13588
2026
Q1 		$441K Buy
+10,500
New +$456K ﹤0.01% 9598

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

Citadel Advisors's ACIO Position: Q2 2026 in Review

Citadel Advisors opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 30,977 shares worth $1.43M. The stake represents ﹤0.01% of the portfolio and ranks #7333 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in ACIO as recently as Q4 2023.

Citadel Advisors first reported a position in ACIO in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.49M in Q1 2023. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Citadel Advisors held 30,977 shares of Aptus Collared Investment Opportunity ETF worth $1.43M as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new Citadel Advisors position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #7333 holding.
  • Citadel Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2021 and has held it in 8 quarters since.
  • Citadel Advisors's Aptus Collared Investment Opportunity ETF position peaked at $1.49M in Q1 2023.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.