IAA
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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
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

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

Independent Advisor Alliance's ACIO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 55% in Q2 2026, selling an estimated $5.18M and leaving 95,165 shares worth $4.39M. The position accounts for 0.1% of the portfolio, ranked #144.

Independent Advisor Alliance first reported a position in ACIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.78M in Q1 2026. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Independent Advisor Alliance held 95,165 shares of Aptus Collared Investment Opportunity ETF worth $4.39M as of Q2 2026.
  • Independent Advisor Alliance sold 114,025 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $5.18M.
  • Aptus Collared Investment Opportunity ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #144 holding.
  • Independent Advisor Alliance first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Advisor Alliance's Aptus Collared Investment Opportunity ETF position peaked at $8.78M in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.