CWP
ACIO icon

Cyndeo Wealth Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Cyndeo Wealth 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
Q2 		$2.97M Buy
64,444
+4,737
+8% +$215K 0.14% 157
2026
Q1 		$2.51M Buy
59,707
+2,994
+5% +$130K 0.13% 154
2025
Q4 		$2.48M Buy
+56,713
New +$2.48M 0.13% 148

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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
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
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

Cyndeo Wealth Partners's ACIO Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 7.9% in Q2 2026, buying an estimated $215K and bringing the position to 64,444 shares worth $2.97M. The position accounts for 0.14% of the portfolio, ranked #157.

Cyndeo Wealth Partners first reported a position in ACIO in Q4 2025 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Cyndeo Wealth Partners held 64,444 shares of Aptus Collared Investment Opportunity ETF worth $2.97M as of Q2 2026.
  • Cyndeo Wealth Partners bought 4,737 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $215K.
  • Aptus Collared Investment Opportunity ETF made up 0.14% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Cyndeo Wealth Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.