FFA
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Farther Finance Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Farther Finance 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 		$1.52M Sell
32,956
-5,037
-13% -$229K 0.01% 870
2026
Q1 		$1.6M Buy
37,993
+11,920
+46% +$517K 0.02% 746
2025
Q4 		$1.14M Buy
26,073
+6,362
+32% +$278K 0.01% 822
2025
Q3 		$856K Sell
19,711
-597
-3% -$25.2K 0.01% 804
2025
Q2 		$841K Buy
20,308
+11,947
+143% +$470K 0.02% 672
2025
Q1 		$324K Sell
8,361
-7,126
-46% -$286K 0.01% 1007
2024
Q4 		$623K Sell
15,487
-644
-4% -$26.1K 0.02% 520
2024
Q3 		$641K Buy
16,131
+5,547
+52% +$214K 0.02% 497
2024
Q2 		$400K Buy
10,584
+4,391
+71% +$159K 0.02% 566
2024
Q1 		$223K Buy
6,193
+3,855
+165% +$133K 0.01% 655
2023
Q4 		$77.5K Buy
2,338
+251
+12% +$7.93K 0.01% 880
2023
Q3 		$63.5K Buy
+2,087
New +$65.2K 0.01% 706

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

Farther Finance Advisors's ACIO Position: Q2 2026 in Review

Farther Finance Advisors reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 13% in Q2 2026, selling an estimated $229K and leaving 32,956 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #870.

Farther Finance Advisors first reported a position in ACIO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.6M in Q1 2026. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Farther Finance Advisors held 32,956 shares of Aptus Collared Investment Opportunity ETF worth $1.52M as of Q2 2026.
  • Farther Finance Advisors sold 5,037 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $229K.
  • Aptus Collared Investment Opportunity ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #870 holding.
  • Farther Finance Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's Aptus Collared Investment Opportunity ETF position peaked at $1.6M in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.