Consultiva Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Consultiva Wealth Management’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	$190K	Buy	4,120 +30	+0.7%	+$1.36K	0.43%	35
2026 Q1	$172K	Hold	4,090	–	–	0.5%	31
2025 Q4	$179K	Buy	4,090 +115	+3%	+$5.03K	0.5%	29
2025 Q3	$173K	Buy	3,975 +240	+6%	+$10.1K	0.48%	29
2025 Q2	$155K	Buy	3,735 +680	+22%	+$26.7K	0.48%	35
2025 Q1	$118K	Buy	3,055 +1,015	+50%	+$40.8K	0.41%	45
2024 Q4	$82.1K	Buy	+2,040	New	+$82.6K	0.41%	43

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 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

Consultiva Wealth Management's ACIO Position: Q2 2026 in Review

Consultiva Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.73% in Q2 2026, buying an estimated $1.36K and bringing the position to 4,120 shares worth $190K. The position accounts for 0.43% of the portfolio, ranked #35.

Consultiva Wealth Management first reported a position in ACIO in Q4 2024 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Consultiva Wealth Management held 4,120 shares of Aptus Collared Investment Opportunity ETF worth $190K as of Q2 2026.
Consultiva Wealth Management bought 30 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $1.36K.
Aptus Collared Investment Opportunity ETF made up 0.43% of Consultiva Wealth Management's portfolio in Q2 2026, its #35 holding.
Consultiva Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and has held it in 7 quarters since.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.