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
Q2 		$114M Sell
2,467,498
-335,847
-12% -$15.3M 0.16% 128
2026
Q1 		$118M Sell
2,803,345
-390,425
-12% -$16.9M 0.17% 125
2025
Q4 		$140M Sell
3,193,770
-23,090
-0.7% -$1.01M 0.19% 113
2025
Q3 		$141K Buy
+3,216,860
New +$136M ﹤0.01% 2405

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

Corient Private Wealth's ACIO Position: Q2 2026 in Review

Corient Private Wealth reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 12% in Q2 2026, selling an estimated $15.3M and leaving 2,467,498 shares worth $114M. The position accounts for 0.16% of the portfolio, ranked #128.

Corient Private Wealth first reported a position in ACIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $140M in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Corient Private Wealth held 2,467,498 shares of Aptus Collared Investment Opportunity ETF worth $114M as of Q2 2026.
  • Corient Private Wealth sold 335,847 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $15.3M.
  • Aptus Collared Investment Opportunity ETF made up 0.16% of Corient Private Wealth's portfolio in Q2 2026, its #128 holding.
  • Corient Private Wealth first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Aptus Collared Investment Opportunity ETF position peaked at $140M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.