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Foundations Investment Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Foundations Investment 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
2025
Q4 		– Sell
-7,252
Closed -$315K – 1105
2025
Q3 		$315K Buy
+7,252
New +$307K ﹤0.01% 832

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 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 $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 $1.98B AUM 19.96% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

Foundations Investment Advisors's ACIO Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2025, closing a stake of 7,252 shares — an estimated $315K sold.

Foundations Investment Advisors first reported a position in ACIO in Q3 2025 and held it in 1 quarter. The position peaked at $315K in Q3 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 7,252 Aptus Collared Investment Opportunity ETF shares in Q4 2025, an estimated $315K.
  • Foundations Investment Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's Aptus Collared Investment Opportunity ETF position peaked at $315K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.