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Crossmark Global Holdings’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Crossmark Global Holdings’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
2025
Q4 		– Sell
-6,120
Closed -$266K – 1226
2025
Q3 		$266K Hold
6,120
– – ﹤0.01% 1140
2025
Q2 		$253K Hold
6,120
– – ﹤0.01% 1173
2025
Q1 		$237K Buy
+6,120
New +$246K ﹤0.01% 1190

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
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
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return

Crossmark Global Holdings's ACIO Position: Q4 2025 in Review

Crossmark Global Holdings sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2025, closing a stake of 6,120 shares — an estimated $266K sold.

Crossmark Global Holdings first reported a position in ACIO in Q1 2025 and held it in 3 quarters. The position peaked at $266K in Q3 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q4 2025.

  • Crossmark Global Holdings reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2025 after selling out during the quarter.
  • Crossmark Global Holdings sold 6,120 Aptus Collared Investment Opportunity ETF shares in Q4 2025, an estimated $266K.
  • Crossmark Global Holdings first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and held it in 3 quarters.
  • Crossmark Global Holdings's Aptus Collared Investment Opportunity ETF position peaked at $266K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.