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

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 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

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. 142 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.
142 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.