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EverSource Wealth Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

EverSource Wealth Advisors’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 		$13.8K Buy
+300
New +$13.6K ﹤0.01% 2698
2024
Q4 		– Sell
-1,210
Closed -$48.1K – 3750
2024
Q3 		$48.1K Buy
+1,210
New +$46.6K ﹤0.01% 1089

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

EverSource Wealth Advisors's ACIO Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 300 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #2698 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in ACIO as recently as Q3 2024.

EverSource Wealth Advisors first reported a position in ACIO in Q3 2024 and has held it in 2 quarters since. The position peaked at $48.1K in Q3 2024. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • EverSource Wealth Advisors held 300 shares of Aptus Collared Investment Opportunity ETF worth $13.8K as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2698 holding.
  • EverSource Wealth Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Aptus Collared Investment Opportunity ETF position peaked at $48.1K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.