IFG
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Independent Financial Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Independent Financial Group’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
2022
Q1 		– Sell
-7,305
Closed -$238K – 781
2021
Q4 		$238K Buy
7,305
+265
+4% +$8.38K 0.02% 674
2021
Q3 		$211K Buy
+7,040
New +$216K 0.02% 654

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Financial Group's ACIO Position: Q1 2022 in Review

Independent Financial Group sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2022, closing a stake of 7,305 shares — an estimated $238K sold.

Independent Financial Group first reported a position in ACIO in Q3 2021 and held it in 2 quarters. The position peaked at $238K in Q4 2021. 28 funds tracked by Wall St. Rank hold ACIO as of Q1 2022.

  • Independent Financial Group reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 7,305 Aptus Collared Investment Opportunity ETF shares in Q1 2022, an estimated $238K.
  • Independent Financial Group first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2021 and held it in 2 quarters.
  • Independent Financial Group's Aptus Collared Investment Opportunity ETF position peaked at $238K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.