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

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

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

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return