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CoreFirst Bank & Trust’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

CoreFirst Bank & Trust’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 		$7.58M Buy
164,239
+6,382
+4% +$290K 3.77% 5
2026
Q1 		$6.62M Buy
157,857
+36,792
+30% +$1.6M 3.51% 5
2025
Q4 		$5.29M Buy
+121,065
New +$5.3M 2.86% 8

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

CoreFirst Bank & Trust's ACIO Position: Q2 2026 in Review

CoreFirst Bank & Trust increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4% in Q2 2026, buying an estimated $290K and bringing the position to 164,239 shares worth $7.58M. The position accounts for 3.77% of the portfolio, ranked #5.

CoreFirst Bank & Trust first reported a position in ACIO in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • CoreFirst Bank & Trust held 164,239 shares of Aptus Collared Investment Opportunity ETF worth $7.58M as of Q2 2026.
  • CoreFirst Bank & Trust bought 6,382 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $290K.
  • Aptus Collared Investment Opportunity ETF made up 3.77% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #5 holding.
  • CoreFirst Bank & Trust first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.