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Dunhill Financial’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Dunhill Financial’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 		$12.9K Hold
308
– – ﹤0.01% 498
2025
Q4 		$13.5K Hold
308
– – ﹤0.01% 449
2025
Q3 		$13.4K Buy
+308
New +$13K ﹤0.01% 420

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 $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

Dunhill Financial's ACIO Position: Q1 2026 in Review

Dunhill Financial held its Aptus Collared Investment Opportunity ETF (ACIO) position steady in Q1 2026 at 308 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Dunhill Financial first reported a position in ACIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.5K in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Dunhill Financial held 308 shares of Aptus Collared Investment Opportunity ETF worth $12.9K as of Q1 2026.
  • Dunhill Financial left its Aptus Collared Investment Opportunity ETF share count unchanged in Q1 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #498 holding.
  • Dunhill Financial first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 3 quarters since.
  • Dunhill Financial's Aptus Collared Investment Opportunity ETF position peaked at $13.5K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.