Global Retirement Partners
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
2026
Q2 		$231K Buy
+5,006
New +$228K ﹤0.01% 1501
2025
Q4 		$206K Sell
4,710
-44
-0.9% -$1.92K ﹤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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Global Retirement Partners's ACIO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 5,006 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1501 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ACIO as recently as Q4 2025.

Global Retirement Partners first reported a position in ACIO in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q2 2023. 143 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Global Retirement Partners held 5,006 shares of Aptus Collared Investment Opportunity ETF worth $231K as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new Global Retirement Partners position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1501 holding.
  • Global Retirement Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Aptus Collared Investment Opportunity ETF position peaked at $1.15M in Q2 2023.
  • 143 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.