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Fiduciary Planning’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Fiduciary Planning’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
Q3 		$1.34M Buy
28,579
+14
+0% +$654 0.34% 34
2026
Q2 		$1.32M Hold
28,565
– – 0.34% 32
2026
Q1 		$1.2M Sell
28,565
-5,332
-16% -$231K 0.36% 32
2025
Q4 		$1.48M Buy
33,897
+7
+0% +$306 0.45% 32
2025
Q3 		$1.47M Buy
33,890
+6
+0% +$254 0.45% 30
2025
Q2 		$1.4M Buy
33,884
+12
+0% +$472 0.46% 29
2025
Q1 		$1.31M Buy
33,872
+13
+0% +$523 0.43% 33
2024
Q4 		$1.36M Sell
33,859
-270
-0.8% -$10.9K 0.44% 33
2024
Q3 		$1.36M Buy
34,129
+7
+0% +$270 0.46% 30
2024
Q2 		$1.28M Sell
34,122
-622
-2% -$22.5K 0.46% 30
2024
Q1 		$1.25M Sell
34,744
-847
-2% -$29.3K 0.47% 27
2023
Q4 		$1.18M Sell
35,591
-796,348
-96% -$25.2M 0.5% 24
2023
Q3 		$25.3M Sell
831,939
-250,768
-23% -$7.83M 11.95% 1
2023
Q2 		$33.7M Buy
1,082,707
+10,876
+1% +$330K 15.51% 3
2023
Q1 		$32.4M Buy
1,071,831
+43,595
+4% +$1.29M 15.33% 2
2022
Q4 		$29.6M Buy
1,028,236
+27,012
+3% +$791K 14.38% 3
2022
Q3 		$28.1M Buy
1,001,224
+9,567
+1% +$285K 14.44% 2
2022
Q2 		$28.6M Buy
991,657
+192,103
+24% +$5.74M 14.14% 2
2022
Q1 		$25.2M Buy
799,554
+109,976
+16% +$3.44M 13.82% 2
2021
Q4 		$22.5M Buy
689,578
+49,544
+8% +$1.57M 12.65% 2
2021
Q3 		$19.2M Buy
640,034
+352,287
+122% +$10.8M 10.2% 2
2021
Q2 		$8.68M Buy
+287,747
New +$8.53M 7.5% 3

Other funds holding ACIO

KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return

Fiduciary Planning's ACIO Position: Q3 2026 in Review

Fiduciary Planning increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.05% in Q3 2026, buying an estimated $654 and bringing the position to 28,579 shares worth $1.34M. The position accounts for 0.34% of the portfolio, ranked #34.

Fiduciary Planning first reported a position in ACIO in Q2 2021 and has held it in 22 quarters since. The position peaked at $33.7M in Q2 2023. 25 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • Fiduciary Planning held 28,579 shares of Aptus Collared Investment Opportunity ETF worth $1.34M as of Q3 2026.
  • Fiduciary Planning bought 14 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $654.
  • Aptus Collared Investment Opportunity ETF made up 0.34% of Fiduciary Planning's portfolio in Q3 2026, its #34 holding.
  • Fiduciary Planning first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2021 and has held it in 22 quarters since.
  • Fiduciary Planning's Aptus Collared Investment Opportunity ETF position peaked at $33.7M in Q2 2023.
  • 25 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.