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 Q3	$3.17M	Buy	67,613 +3,169	+5%	+$148K	0.14%	145
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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

CCP

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

SRS

Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Cyndeo Wealth Partners's ACIO Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4.9% in Q3 2026, buying an estimated $148K and bringing the position to 67,613 shares worth $3.17M. The position accounts for 0.14% of the portfolio, ranked #145.

Cyndeo Wealth Partners first reported a position in ACIO in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Cyndeo Wealth Partners held 67,613 shares of Aptus Collared Investment Opportunity ETF worth $3.17M as of Q3 2026.
Cyndeo Wealth Partners bought 3,169 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $148K.
Aptus Collared Investment Opportunity ETF made up 0.14% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #145 holding.
Cyndeo Wealth Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and has held it in 4 quarters since.
28 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.