Corient Private Wealth
ACIO icon

Corient Private Wealth’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Corient Private Wealth’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 		$118M Sell
2,803,345
-3,584,195
-56% -$155M 0.17% 125
2025
Q4 		$279M Buy
6,387,540
+3,170,680
+99% +$139M 0.19% 112
2025
Q3 		$141K Buy
+3,216,860
New +$136M ﹤0.01% 2405

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
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Corient Private Wealth's ACIO Position: Q1 2026 in Review

Corient Private Wealth reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 56% in Q1 2026, selling an estimated $155M and leaving 2,803,345 shares worth $118M. The position accounts for 0.17% of the portfolio, ranked #125.

Corient Private Wealth first reported a position in ACIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $279M in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Corient Private Wealth held 2,803,345 shares of Aptus Collared Investment Opportunity ETF worth $118M as of Q1 2026.
  • Corient Private Wealth sold 3,584,195 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $155M.
  • Aptus Collared Investment Opportunity ETF made up 0.17% of Corient Private Wealth's portfolio in Q1 2026, its #125 holding.
  • Corient Private Wealth first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Aptus Collared Investment Opportunity ETF position peaked at $279M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.