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COMPASS FINANCIAL MANAGEMENT LLC’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$73.9K Buy
+1,601
New +$72.8K 0.01% 612

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 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
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BCM
Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ACIO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 1,601 shares worth $73.9K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings.

113 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,601 shares of Aptus Collared Investment Opportunity ETF worth $73.9K as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #612 holding.
  • 113 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.