GRP
ACIO icon

Global Retirement Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Global Retirement Partners’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 		$206K Sell
4,710
-44
-0.9% -$1.93K ﹤0.01% 1463
2025
Q3 		$206K Sell
4,754
-25
-0.5% -$1.06K ﹤0.01% 1163
2025
Q2 		$198K Buy
+4,779
New +$188K ﹤0.01% 1096
2024
Q4 		$199K Buy
4,944
+98
+2% +$3.97K 0.01% 954
2024
Q3 		$193K Buy
4,846
+100
+2% +$3.85K 0.01% 924
2024
Q2 		$179K Sell
4,746
-1,242
-21% -$45K 0.01% 931
2024
Q1 		$216K Sell
5,988
-1,790
-23% -$61.8K 0.01% 769
2023
Q4 		$258K Buy
7,778
+94
+1% +$2.97K 0.01% 662
2023
Q3 		$232K Sell
7,684
-29,300
-79% -$915K 0.01% 619
2023
Q2 		$1.15M Sell
36,984
-1,227
-3% -$37.2K 0.06% 296
2023
Q1 		$1.14M Buy
38,211
+1,465
+4% +$43.3K 0.06% 281
2022
Q4 		$1.06M Buy
36,746
+6,587
+22% +$193K 0.07% 252
2022
Q3 		$890K Buy
30,159
+7,148
+31% +$213K 0.07% 256
2022
Q2 		$663K Buy
23,011
+632
+3% +$18.9K 0.05% 311
2022
Q1 		$650K Buy
+22,379
New +$700K 0.05% 317

Other funds holding ACIO

ACA
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
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
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
KWM
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
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
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return