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FSA Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

FSA Wealth Management’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
Q3 		$21.5K Hold
494
– – 0.01% 249
2025
Q2 		$20.5K Buy
+494
New +$19.4K 0.01% 238

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
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
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

FSA Wealth Management's ACIO Position: Q3 2025 in Review

FSA Wealth Management held its Aptus Collared Investment Opportunity ETF (ACIO) position steady in Q3 2025 at 494 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #249.

FSA Wealth Management first reported a position in ACIO in Q2 2025 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold ACIO as of Q3 2025.

  • FSA Wealth Management held 494 shares of Aptus Collared Investment Opportunity ETF worth $21.5K as of Q3 2025.
  • FSA Wealth Management left its Aptus Collared Investment Opportunity ETF share count unchanged in Q3 2025.
  • Aptus Collared Investment Opportunity ETF made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #249 holding.
  • FSA Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.