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Guardian Wealth Advisors (North Carolina)’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$188M Buy
4,472,403
+91,824
+2% +$3.98M 11.82% 1
2025
Q4 		$191M Buy
4,380,579
+12,444
+0.3% +$544K 11.89% 1
2025
Q3 		$190M Buy
4,368,135
+101,087
+2% +$4.27M 12.3% 1
2025
Q2 		$177M Buy
4,267,048
+283,439
+7% +$11.1M 12.44% 1
2025
Q1 		$154M Buy
3,983,609
+86,163
+2% +$3.46M 12.33% 1
2024
Q4 		$157M Buy
3,897,446
+1,061,082
+37% +$43M 12.36% 1
2024
Q3 		$113M Buy
2,836,364
+125,625
+5% +$4.84M 11.96% 1
2024
Q2 		$102M Buy
2,710,739
+86,373
+3% +$3.13M 11.93% 1
2024
Q1 		$94.6M Buy
2,624,366
+95,490
+4% +$3.3M 11.57% 1
2023
Q4 		$83.9M Buy
2,528,876
+68,477
+3% +$2.16M 12.74% 1
2023
Q3 		$74.9M Sell
2,460,399
-98,142
-4% -$3.07M 12.73% 1
2023
Q2 		$79.6M Buy
2,558,541
+27,343
+1% +$830K 13.63% 1
2023
Q1 		$76.4M Buy
2,531,198
+132,957
+6% +$3.93M 13.41% 2
2022
Q4 		$69.1M Sell
2,398,241
-8,672
-0.4% -$254K 13.29% 2
2022
Q3 		$67.6M Sell
2,406,913
-6,488
-0.3% -$193K 12.61% 2
2022
Q2 		$69.6M Buy
2,413,401
+1,839,171
+320% +$55M 12.71% 2
2022
Q1 		$18.1M Buy
574,230
+90,384
+19% +$2.83M 7.8% 2
2021
Q4 		$15.8M Buy
+483,846
New +$15.3M 6.78% 3

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ACIO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 2.1% in Q1 2026, buying an estimated $3.98M and bringing the position to 4,472,403 shares worth $188M. The position accounts for 11.82% of the portfolio, ranked #1.

Guardian Wealth Advisors (North Carolina) first reported a position in ACIO in Q4 2021 and has held it in 18 quarters since. The position peaked at $191M in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,472,403 shares of Aptus Collared Investment Opportunity ETF worth $188M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 91,824 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $3.98M.
  • Aptus Collared Investment Opportunity ETF made up 11.82% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #1 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Aptus Collared Investment Opportunity ETF position peaked at $191M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.