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

Gibbs 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 Q4	–	Sell	-5,360	Closed	-$233K	–	325
2025 Q3	$233K	Buy	5,360 +3	+0.1%	+$127	0.05%	305
2025 Q2	$222K	Sell	5,357 -3,073	-36%	-$121K	0.04%	338
2025 Q1	$326K	Sell	8,430 -6	-0.1%	-$241	0.08%	238
2024 Q4	$339K	Buy	8,436 +6	+0.1%	+$243	0.09%	217
2024 Q3	$335K	Sell	8,430 -824	-9%	-$31.8K	0.11%	198
2024 Q2	$348K	Buy	+9,254	New	+$335K	0.14%	163

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

Gibbs Wealth Management's ACIO Position: Q4 2025 in Review

Gibbs Wealth Management sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2025, closing a stake of 5,360 shares — an estimated $233K sold.

Gibbs Wealth Management first reported a position in ACIO in Q2 2024 and held it in 6 quarters. The position peaked at $348K in Q2 2024. 134 funds tracked by Wall St. Rank hold ACIO as of Q4 2025.

Gibbs Wealth Management reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2025 after selling out during the quarter.
Gibbs Wealth Management sold 5,360 Aptus Collared Investment Opportunity ETF shares in Q4 2025, an estimated $233K.
Gibbs Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2024 and held it in 6 quarters.
Gibbs Wealth Management's Aptus Collared Investment Opportunity ETF position peaked at $348K in Q2 2024.
134 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2025.

Based on Gibbs Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.