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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
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 $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

EverSource Wealth Advisors's ACIO Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2024, closing a stake of 1,210 shares — an estimated $48.1K sold.

EverSource Wealth Advisors first reported a position in ACIO in Q3 2024 and held it in 1 quarter. The position peaked at $48.1K in Q3 2024. 104 funds tracked by Wall St. Rank hold ACIO as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,210 Aptus Collared Investment Opportunity ETF shares in Q4 2024, an estimated $48.1K.
  • EverSource Wealth Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Aptus Collared Investment Opportunity ETF position peaked at $48.1K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.