IA
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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
Q2 		$10.4K Hold
225
– – ﹤0.01% 3377
2026
Q1 		$9.44K Hold
225
– – ﹤0.01% 3175
2025
Q4 		$9.83K Hold
225
– – ﹤0.01% 3076
2025
Q3 		$9.77K 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

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GWANC
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
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $369B AUM 28.27% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

IFP Advisors's ACIO Position: Q2 2026 in Review

IFP Advisors held its Aptus Collared Investment Opportunity ETF (ACIO) position steady in Q2 2026 at 225 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

IFP Advisors first reported a position in ACIO in Q3 2019 and has held it in 24 quarters since. The position peaked at $3.06M in Q4 2024. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • IFP Advisors held 225 shares of Aptus Collared Investment Opportunity ETF worth $10.4K as of Q2 2026.
  • IFP Advisors left its Aptus Collared Investment Opportunity ETF share count unchanged in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3377 holding.
  • IFP Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2019 and has held it in 24 quarters since.
  • IFP Advisors's Aptus Collared Investment Opportunity ETF position peaked at $3.06M in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.