Creative Planning
ACIO icon

Creative Planning’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Creative Planning’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
2024
Q2 		– Sell
-7,940
Closed -$286K – 3068
2024
Q1 		$286K Buy
+7,940
New +$274K ﹤0.01% 2293

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return

Creative Planning's ACIO Position: Q2 2024 in Review

Creative Planning sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2024, closing a stake of 7,940 shares — an estimated $286K sold.

Creative Planning first reported a position in ACIO in Q1 2024 and held it in 1 quarter. The position peaked at $286K in Q1 2024. 74 funds tracked by Wall St. Rank hold ACIO as of Q2 2024.

  • Creative Planning reported no remaining Aptus Collared Investment Opportunity ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 7,940 Aptus Collared Investment Opportunity ETF shares in Q2 2024, an estimated $286K.
  • Creative Planning first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and held it in 1 quarter.
  • Creative Planning's Aptus Collared Investment Opportunity ETF position peaked at $286K in Q1 2024.
  • 74 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.