FGG
ACIO icon

Financial Guidance Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Financial Guidance Group’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 		$12.7M Sell
274,284
-10,665
-4% -$485K 4.73% 5
2026
Q1 		$12M Buy
284,949
+15,478
+6% +$671K 4.81% 6
2025
Q4 		$11.8M Buy
269,471
+51,098
+23% +$2.24M 4.82% 6
2025
Q3 		$9.48M Buy
218,373
+23,941
+12% +$1.01M 4.25% 6
2025
Q2 		$8.05M Buy
194,432
+30,775
+19% +$1.21M 3.91% 6
2025
Q1 		$6.33M Buy
163,657
+20,932
+15% +$841K 3.42% 8
2024
Q4 		$5.74M Buy
142,725
+27,355
+24% +$1.11M 3.15% 9
2024
Q3 		$4.58M Buy
115,370
+24,456
+27% +$943K 2.68% 10
2024
Q2 		$3.42M Buy
+90,914
New +$3.29M 2.1% 16

Other funds holding ACIO

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
PC
Purewater Capital Fort Worth, Texas $139M AUM
WAT
Wealth Advisory Team Bellevue, Kentucky $123M AUM
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Financial Guidance Group's ACIO Position: Q2 2026 in Review

Financial Guidance Group reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 3.7% in Q2 2026, selling an estimated $485K and leaving 274,284 shares worth $12.7M. The position accounts for 4.73% of the portfolio, ranked #5.

Financial Guidance Group first reported a position in ACIO in Q2 2024 and has held it in 9 quarters since. 63 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Financial Guidance Group held 274,284 shares of Aptus Collared Investment Opportunity ETF worth $12.7M as of Q2 2026.
  • Financial Guidance Group sold 10,665 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $485K.
  • Aptus Collared Investment Opportunity ETF made up 4.73% of Financial Guidance Group's portfolio in Q2 2026, its #5 holding.
  • Financial Guidance Group first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2024 and has held it in 9 quarters since.
  • 63 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.