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Diversified Trust’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Diversified Trust’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 		$1.91M Hold
41,408
– – 0.03% 283
2026
Q1 		$1.74M Hold
41,408
– – 0.03% 287
2025
Q4 		$1.81M Buy
+41,408
New +$1.81M 0.03% 283

Other funds holding ACIO

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Diversified Trust's ACIO Position: Q2 2026 in Review

Diversified Trust held its Aptus Collared Investment Opportunity ETF (ACIO) position steady in Q2 2026 at 41,408 shares worth $1.91M. The position accounts for 0.03% of the portfolio, ranked #283.

Diversified Trust first reported a position in ACIO in Q4 2025 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Diversified Trust held 41,408 shares of Aptus Collared Investment Opportunity ETF worth $1.91M as of Q2 2026.
  • Diversified Trust left its Aptus Collared Investment Opportunity ETF share count unchanged in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #283 holding.
  • Diversified Trust first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.