FFA
ACIO icon

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
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 $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