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Clarus Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Clarus Group’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 		$48.8M Sell
1,057,313
-20,834
-2% -$947K 16.54% 1
2026
Q1 		$45.2M Sell
1,078,147
-5,498
-0.5% -$239K 16.22% 1
2025
Q4 		$47.4M Sell
1,083,645
-41,859
-4% -$1.83M 17.06% 1
2025
Q3 		$48.9M Buy
1,125,504
+8,606
+0.8% +$364K 17% 1
2025
Q2 		$46.2M Sell
1,116,898
-10,089
-0.9% -$397K 16.98% 1
2025
Q1 		$43.6M Sell
1,126,987
-66,059
-6% -$2.66M 16.93% 1
2024
Q4 		$48M Buy
1,193,046
+298,612
+33% +$12.1M 17.07% 1
2024
Q3 		$35.5M Buy
894,434
+34,917
+4% +$1.35M 15.01% 1
2024
Q2 		$32.3M Buy
859,517
+851,132
+10,151% +$30.8M 14.28% 1
2024
Q1 		$302K Buy
+8,385
New +$290K 0.21% 81

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

Clarus Group's ACIO Position: Q2 2026 in Review

Clarus Group reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 1.9% in Q2 2026, selling an estimated $947K and leaving 1,057,313 shares worth $48.8M. The position accounts for 16.54% of the portfolio, ranked #1.

Clarus Group first reported a position in ACIO in Q1 2024 and has held it in 10 quarters since. The position peaked at $48.9M in Q3 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Clarus Group held 1,057,313 shares of Aptus Collared Investment Opportunity ETF worth $48.8M as of Q2 2026.
  • Clarus Group sold 20,834 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $947K.
  • Aptus Collared Investment Opportunity ETF made up 16.54% of Clarus Group's portfolio in Q2 2026, its #1 holding.
  • Clarus Group first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and has held it in 10 quarters since.
  • Clarus Group's Aptus Collared Investment Opportunity ETF position peaked at $48.9M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.