Jeff Yass’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Jeff Yass’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	–	Sell	-6,400	Closed	-$269K	–	13286
2026 Q1	$269K	Buy	+6,400	New	+$278K	﹤0.01%	11123
2025 Q1	–	Sell	-24,706	Closed	-$994K	–	12371
2024 Q4	$994K	Buy	24,706 +18,990	+332%	+$769K	﹤0.01%	6952
2024 Q3	$227K	Sell	5,716 -6,264	-52%	-$241K	﹤0.01%	10196
2024 Q2	$451K	Sell	11,980 -23,098	-66%	-$836K	﹤0.01%	8511
2024 Q1	$1.26M	Buy	+35,078	New	+$1.21M	﹤0.01%	6342
2023 Q4	–	Sell	-39,060	Closed	-$1.19M	–	12251
2023 Q3	$1.19M	Buy	+39,060	New	+$1.22M	﹤0.01%	6248

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 Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 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

Jeff Yass's ACIO Position: Q2 2026 in Review

Jeff Yass sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026, closing a stake of 6,400 shares — an estimated $269K sold.

Jeff Yass first reported a position in ACIO in Q3 2023 and held it in 6 quarters. The position peaked at $1.26M in Q1 2024. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Jeff Yass reported no remaining Aptus Collared Investment Opportunity ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 6,400 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $269K.
Jeff Yass first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2023 and held it in 6 quarters.
Jeff Yass's Aptus Collared Investment Opportunity ETF position peaked at $1.26M in Q1 2024.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.