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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
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 $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

CoreFirst Bank & Trust's ACIO Position: Q1 2026 in Review

CoreFirst Bank & Trust increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 30% in Q1 2026, buying an estimated $1.6M and bringing the position to 157,857 shares worth $6.62M. The position accounts for 3.51% of the portfolio, ranked #5.

CoreFirst Bank & Trust first reported a position in ACIO in Q4 2025 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • CoreFirst Bank & Trust held 157,857 shares of Aptus Collared Investment Opportunity ETF worth $6.62M as of Q1 2026.
  • CoreFirst Bank & Trust bought 36,792 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $1.6M.
  • Aptus Collared Investment Opportunity ETF made up 3.51% of CoreFirst Bank & Trust's portfolio in Q1 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 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.