Gladstone Institutional Advisory’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Gladstone Institutional Advisory’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 Q1	–	Sell	-9,600	Closed	-$420K	–	830
2025 Q4	$420K	Sell	9,600 -3,716	-28%	-$163K	0.02%	538
2025 Q3	$578K	Buy	13,316 +1,413	+12%	+$59.7K	0.02%	477
2025 Q2	$493K	Buy	11,903 +6,470	+119%	+$254K	0.02%	498
2025 Q1	$210K	Buy	5,433 +356	+7%	+$14.3K	0.01%	683
2024 Q4	$204K	Buy	+5,077	New	+$206K	0.01%	668

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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 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

SAW

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

Gladstone Institutional Advisory's ACIO Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026, closing a stake of 9,600 shares — an estimated $420K sold.

Gladstone Institutional Advisory first reported a position in ACIO in Q4 2024 and held it in 5 quarters. The position peaked at $578K in Q3 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

Gladstone Institutional Advisory reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 9,600 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $420K.
Gladstone Institutional Advisory first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and held it in 5 quarters.
Gladstone Institutional Advisory's Aptus Collared Investment Opportunity ETF position peaked at $578K in Q3 2025.
133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.