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

Concurrent Investment 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 Q3	$42.7M	Buy	+910,576	New	+$42.5M	0.3%	64

Other funds holding ACIO

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Purewater Capital Fort Worth, Texas $128M AUM

Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return

Concurrent Investment Advisors's ACIO Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2026: 910,576 shares worth $42.7M. The stake represents 0.3% of the portfolio and ranks #64 among its holdings.

50 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Concurrent Investment Advisors held 910,576 shares of Aptus Collared Investment Opportunity ETF worth $42.7M as of Q3 2026.
Aptus Collared Investment Opportunity ETF was a new Concurrent Investment Advisors position in Q3 2026.
Aptus Collared Investment Opportunity ETF made up 0.3% of Concurrent Investment Advisors's portfolio in Q3 2026, its #64 holding.
50 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.