Independent Advisor Alliance
ACIO icon

Independent Advisor Alliance’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Independent Advisor Alliance’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 		$4.42M Buy
95,777
+612
+0.6% +$28.6K 0.1% 147
2026
Q2 		$4.39M Sell
95,165
-114,025
-55% -$5.18M 0.1% 144
2026
Q1 		$8.78M Buy
209,190
+118,423
+130% +$5.14M 0.09% 195
2025
Q4 		$3.97M Buy
90,767
+63,054
+228% +$2.76M 0.1% 172
2025
Q3 		$1.2M Sell
27,713
-74
-0.3% -$3.13K 0.03% 405
2025
Q2 		$1.15M Buy
+27,787
New +$1.09M 0.03% 383

Other funds holding ACIO

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $274M AUM 8.82% 1-Year Est. Return
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
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 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

Independent Advisor Alliance's ACIO Position: Q3 2026 in Review

Independent Advisor Alliance increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.64% in Q3 2026, buying an estimated $28.6K and bringing the position to 95,777 shares worth $4.42M. The position accounts for 0.1% of the portfolio, ranked #147.

Independent Advisor Alliance first reported a position in ACIO in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.78M in Q1 2026. 121 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • Independent Advisor Alliance held 95,777 shares of Aptus Collared Investment Opportunity ETF worth $4.42M as of Q3 2026.
  • Independent Advisor Alliance bought 612 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $28.6K.
  • Aptus Collared Investment Opportunity ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q3 2026, its #147 holding.
  • Independent Advisor Alliance first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 6 quarters since.
  • Independent Advisor Alliance's Aptus Collared Investment Opportunity ETF position peaked at $8.78M in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Independent Advisor Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.