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 Q3	$17.8M	Buy	378,643 +47,018	+14%	+$2.2M	8.09%	3
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

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

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Gerber LLC's ACIO Position: Q3 2026 in Review

Gerber LLC increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 14% in Q3 2026, buying an estimated $2.2M and bringing the position to 378,643 shares worth $17.8M. The position accounts for 8.09% of the portfolio, ranked #3.

Gerber LLC first reported a position in ACIO in Q1 2025 and has held it in 7 quarters since. 35 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Gerber LLC held 378,643 shares of Aptus Collared Investment Opportunity ETF worth $17.8M as of Q3 2026.
Gerber LLC bought 47,018 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $2.2M.
Aptus Collared Investment Opportunity ETF made up 8.09% of Gerber LLC's portfolio in Q3 2026, its #3 holding.
Gerber LLC first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 7 quarters since.
35 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Gerber LLC's 13F filing for Q3 2026, filed 21 Oct 2026.