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Harbour Investments’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Harbour Investments’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 		$161K Sell
3,827
-12,028
-76% -$522K ﹤0.01% 1649
2025
Q4 		$693K Buy
15,855
+19
+0.1% +$831 0.01% 733
2025
Q3 		$688K Sell
15,836
-43,893
-73% -$1.86M 0.02% 694
2025
Q2 		$2.47M Sell
59,729
-839
-1% -$33K 0.06% 281
2025
Q1 		$2.34M Buy
60,568
+60,329
+25,242% +$2.43M 0.07% 257
2024
Q4 		$9.62K Buy
+239
New +$9.68K ﹤0.01% 2462

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
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 $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

Harbour Investments's ACIO Position: Q1 2026 in Review

Harbour Investments reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 76% in Q1 2026, selling an estimated $522K and leaving 3,827 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Harbour Investments first reported a position in ACIO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.47M in Q2 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Harbour Investments held 3,827 shares of Aptus Collared Investment Opportunity ETF worth $161K as of Q1 2026.
  • Harbour Investments sold 12,028 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $522K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1649 holding.
  • Harbour Investments first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and has held it in 6 quarters since.
  • Harbour Investments's Aptus Collared Investment Opportunity ETF position peaked at $2.47M in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.