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 Q3	$14.1M	Buy	300,068 +25,784	+9%	+$1.2M	5.04%	5
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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Purewater Capital Fort Worth, Texas $128M AUM

Financial Guidance Group's ACIO Position: Q3 2026 in Review

Financial Guidance Group increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 9.4% in Q3 2026, buying an estimated $1.2M and bringing the position to 300,068 shares worth $14.1M. The position accounts for 5.04% of the portfolio, ranked #5.

Financial Guidance Group first reported a position in ACIO in Q2 2024 and has held it in 10 quarters since. 56 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Financial Guidance Group held 300,068 shares of Aptus Collared Investment Opportunity ETF worth $14.1M as of Q3 2026.
Financial Guidance Group bought 25,784 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $1.2M.
Aptus Collared Investment Opportunity ETF made up 5.04% of Financial Guidance Group's portfolio in Q3 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 10 quarters since.
56 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.