CASC
ACIO icon

Coppell Advisory Solutions Corp’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$220K Buy
+6,111
New +$211K 0.04% 241

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Coppell Advisory Solutions Corp's ACIO Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2024: 6,111 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #241 among its holdings.

64 funds tracked by Wall St. Rank hold ACIO as of Q1 2024.

  • Coppell Advisory Solutions Corp held 6,111 shares of Aptus Collared Investment Opportunity ETF worth $220K as of Q1 2024.
  • Aptus Collared Investment Opportunity ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Aptus Collared Investment Opportunity ETF made up 0.04% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #241 holding.
  • 64 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.