EH
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Equitable Holdings’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Equitable Holdings’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 		$578K Sell
13,217
-183
-1% -$7.94K ﹤0.01% 1194
2025
Q4 		$586K Sell
13,400
-313
-2% -$13.7K ﹤0.01% 1056
2025
Q3 		$596K Buy
13,713
+10
+0.1% +$423 ﹤0.01% 1019
2025
Q2 		$567K Sell
13,703
-320
-2% -$12.6K ﹤0.01% 965
2025
Q1 		$543K Buy
14,023
+2,567
+22% +$103K 0.01% 892
2024
Q4 		$461K Buy
11,456
+3,432
+43% +$139K ﹤0.01% 896
2024
Q3 		$319K Buy
+8,024
New +$309K ﹤0.01% 1017

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

Equitable Holdings's ACIO Position: Q1 2026 in Review

Equitable Holdings reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 1.4% in Q1 2026, selling an estimated $7.94K and leaving 13,217 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Equitable Holdings first reported a position in ACIO in Q3 2024 and has held it in 7 quarters since. The position peaked at $596K in Q3 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Equitable Holdings held 13,217 shares of Aptus Collared Investment Opportunity ETF worth $578K as of Q1 2026.
  • Equitable Holdings sold 183 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $7.94K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1194 holding.
  • Equitable Holdings first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and has held it in 7 quarters since.
  • Equitable Holdings's Aptus Collared Investment Opportunity ETF position peaked at $596K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.