Golden State Equity Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Golden State Equity 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 Q2	–	Sell	-92,253	Closed	-$3.57M	–	435
2025 Q1	$3.57M	Buy	92,253 +4,761	+5%	+$191K	0.71%	26
2024 Q4	$3.52M	Buy	+87,492	New	+$3.54M	0.67%	30
2024 Q3	–	Sell	-50,869	Closed	-$1.91M	–	815
2024 Q2	$1.91M	Buy	+50,869	New	+$1.84M	0.4%	55
2023 Q4	$358K	Buy	10,792 +907	+9%	+$28.7K	0.09%	240
2023 Q3	$301K	Sell	9,885 -919	-9%	-$28.7K	0.08%	255
2023 Q2	$336K	Buy	10,804 +1,295	+14%	+$39.3K	0.09%	241
2023 Q1	$287K	Buy	+9,509	New	+$281K	0.16%	156

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GWANC

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

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

SLC

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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Golden State Equity Partners's ACIO Position: Q2 2025 in Review

Golden State Equity Partners sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2025, closing a stake of 92,253 shares — an estimated $3.57M sold.

Golden State Equity Partners first reported a position in ACIO in Q1 2023 and held it in 7 quarters. The position peaked at $3.57M in Q1 2025. 115 funds tracked by Wall St. Rank hold ACIO as of Q2 2025.

Golden State Equity Partners reported no remaining Aptus Collared Investment Opportunity ETF position as of Q2 2025 after selling out during the quarter.
Golden State Equity Partners sold 92,253 Aptus Collared Investment Opportunity ETF shares in Q2 2025, an estimated $3.57M.
Golden State Equity Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2023 and held it in 7 quarters.
Golden State Equity Partners's Aptus Collared Investment Opportunity ETF position peaked at $3.57M in Q1 2025.
115 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2025.

Based on Golden State Equity Partners's 13F filing for Q2 2025, filed 14 Jul 2025.