CCP
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Cushing Capital Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Cushing Capital Partners’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
Q1 		$12.7M Sell
301,778
-16,841
-5% -$731K 9.73% 1
2025
Q4 		$13.9M Buy
318,619
+26,450
+9% +$1.16M 10.31% 1
2025
Q3 		$12.7M Buy
292,169
+8,334
+3% +$352K 9.94% 1
2025
Q2 		$11.8M Buy
283,835
+14,199
+5% +$558K 9.93% 1
2025
Q1 		$10.4M Buy
269,636
+58,009
+27% +$2.33M 9.37% 1
2024
Q4 		$8.52M Buy
+211,627
New +$8.57M 8.2% 1

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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

Cushing Capital Partners's ACIO Position: Q1 2026 in Review

Cushing Capital Partners reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 5.3% in Q1 2026, selling an estimated $731K and leaving 301,778 shares worth $12.7M. The position accounts for 9.73% of the portfolio, ranked #1.

Cushing Capital Partners first reported a position in ACIO in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.9M in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Cushing Capital Partners held 301,778 shares of Aptus Collared Investment Opportunity ETF worth $12.7M as of Q1 2026.
  • Cushing Capital Partners sold 16,841 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $731K.
  • Aptus Collared Investment Opportunity ETF made up 9.73% of Cushing Capital Partners's portfolio in Q1 2026, its #1 holding.
  • Cushing Capital Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and has held it in 6 quarters since.
  • Cushing Capital Partners's Aptus Collared Investment Opportunity ETF position peaked at $13.9M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Cushing Capital Partners's 13F filing for Q1 2026, filed 20 Apr 2026.