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CPR Investments’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

CPR Investments’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 		$1.44M Sell
31,120
-901
-3% -$41K 1.11% 13
2026
Q1 		$1.34M Buy
32,021
+6,681
+26% +$290K 0.9% 20
2025
Q4 		$1.11M Sell
25,340
-366
-1% -$16K 0.74% 22
2025
Q3 		$1.12M Sell
25,706
-9,153
-26% -$387K 0.77% 26
2025
Q2 		$1.44M Sell
34,859
-3,984
-10% -$157K 1.12% 21
2025
Q1 		$1.5M Buy
+38,843
New +$1.56M 1.33% 22

Other funds holding ACIO

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CPR Investments's ACIO Position: Q2 2026 in Review

CPR Investments reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 2.8% in Q2 2026, selling an estimated $41K and leaving 31,120 shares worth $1.44M. The position accounts for 1.11% of the portfolio, ranked #13.

CPR Investments first reported a position in ACIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.5M in Q1 2025. 19 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • CPR Investments held 31,120 shares of Aptus Collared Investment Opportunity ETF worth $1.44M as of Q2 2026.
  • CPR Investments sold 901 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $41K.
  • Aptus Collared Investment Opportunity ETF made up 1.11% of CPR Investments's portfolio in Q2 2026, its #13 holding.
  • CPR Investments first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 6 quarters since.
  • CPR Investments's Aptus Collared Investment Opportunity ETF position peaked at $1.5M in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.