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Gerber LLC’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Gerber LLC’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 		$15.3M Buy
331,625
+14,172
+4% +$644K 7.2% 4
2026
Q1 		$13.3M Buy
317,453
+18,015
+6% +$782K 7.44% 4
2025
Q4 		$13.1M Buy
299,438
+185,886
+164% +$8.13M 7.3% 4
2025
Q3 		$4.93M Buy
113,552
+45,251
+66% +$1.91M 3.1% 11
2025
Q2 		$2.83M Buy
68,301
+45,626
+201% +$1.79M 1.99% 14
2025
Q1 		$877K Buy
+22,675
New +$911K 0.73% 24

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $369B AUM 28.27% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Gerber LLC's ACIO Position: Q2 2026 in Review

Gerber LLC increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4.5% in Q2 2026, buying an estimated $644K and bringing the position to 331,625 shares worth $15.3M. The position accounts for 7.2% of the portfolio, ranked #4.

Gerber LLC first reported a position in ACIO in Q1 2025 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Gerber LLC held 331,625 shares of Aptus Collared Investment Opportunity ETF worth $15.3M as of Q2 2026.
  • Gerber LLC bought 14,172 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $644K.
  • Aptus Collared Investment Opportunity ETF made up 7.2% of Gerber LLC's portfolio in Q2 2026, its #4 holding.
  • Gerber LLC first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 6 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.