IFP Advisors
ACIO icon

IFP Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

IFP Advisors’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
Q3 		$10.6K Hold
225
– – ﹤0.01% 3352
2026
Q2 		$10.4K Hold
225
– – ﹤0.01% 3377
2026
Q1 		$9.44K Hold
225
– – ﹤0.01% 3175
2025
Q4 		$9.8K Hold
225
– – ﹤0.01% 3076
2025
Q3 		$9.8K Sell
225
-249
-53% -$10.5K ﹤0.01% 2917
2025
Q2 		$19.6K Sell
474
-78,524
-99% -$3.09M ﹤0.01% 2554
2025
Q1 		$3.06M Buy
78,998
+2,984
+4% +$120K 0.09% 244
2024
Q4 		$3.06M Buy
76,014
+2,019
+3% +$81.7K 0.1% 230
2024
Q3 		$2.94M Buy
73,995
+38,862
+111% +$1.5M 0.11% 216
2024
Q2 		$1.32M Sell
35,133
-1,635
-4% -$59.2K 0.05% 371
2024
Q1 		$1.32M Sell
36,768
-324
-0.9% -$11.2K 0.06% 347
2023
Q4 		$1.23M Buy
37,092
+1,386
+4% +$43.8K 0.06% 345
2023
Q3 		$1.09M Buy
35,706
+9,263
+35% +$289K 0.05% 368
2023
Q2 		$823K Buy
26,443
+18,972
+254% +$576K 0.03% 486
2023
Q1 		$188K Sell
7,471
-15,792
-68% -$467K 0.01% 968
2022
Q4 		$588K Buy
23,263
+116
+0.5% +$3.4K 0.02% 818
2022
Q3 		$587K Buy
23,147
+444
+2% +$13.2K 0.02% 848
2022
Q2 		$571K Hold
22,703
– – 0.02% 787
2022
Q1 		$571K Buy
22,703
+22,096
+3,640% +$691K 0.02% 787
2021
Q4 		$20K Hold
607
– – ﹤0.01% 1939
2021
Q3 		$18K Hold
607
– – ﹤0.01% 2022
2021
Q2 		$18K Buy
+607
New +$18K ﹤0.01% 1969
2020
Q2 		– Sell
-668
Closed -$16.2K – 2726
2020
Q1 		$16K Buy
668
+551
+471% +$13.6K ﹤0.01% 1570
2019
Q4 		$3K Buy
117
+32
+38% +$803 ﹤0.01% 2336
2019
Q3 		$2K Buy
+85
New +$2.1K ﹤0.01% 2652

Other funds holding ACIO

KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Gerber LLC
Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return
Cushing Capital Partners
Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

IFP Advisors's ACIO Position: Q3 2026 in Review

IFP Advisors held its Aptus Collared Investment Opportunity ETF (ACIO) position steady in Q3 2026 at 225 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

IFP Advisors first reported a position in ACIO in Q3 2019 and has held it in 25 quarters since. The position peaked at $3.06M in Q4 2024. 35 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • IFP Advisors held 225 shares of Aptus Collared Investment Opportunity ETF worth $10.6K as of Q3 2026.
  • IFP Advisors left its Aptus Collared Investment Opportunity ETF share count unchanged in Q3 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3352 holding.
  • IFP Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2019 and has held it in 25 quarters since.
  • IFP Advisors's Aptus Collared Investment Opportunity ETF position peaked at $3.06M in Q4 2024.
  • 35 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.