KAS
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Kestra Advisory Services’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Kestra Advisory Services’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 		$943K Sell
20,441
-626
-3% -$28.5K ﹤0.01% 1873
2026
Q1 		$884K Sell
21,067
-1,473
-7% -$63.9K ﹤0.01% 1823
2025
Q4 		$985K Buy
22,540
+255
+1% +$11.2K ﹤0.01% 1664
2025
Q3 		$968K Buy
22,285
+843
+4% +$35.6K ﹤0.01% 1617
2025
Q2 		$888K Buy
21,442
+3,181
+17% +$125K ﹤0.01% 1559
2025
Q1 		$707K Buy
18,261
+3,406
+23% +$137K ﹤0.01% 1599
2024
Q4 		$598K Buy
+14,855
New +$601K ﹤0.01% 1757

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

Kestra Advisory Services's ACIO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 3% in Q2 2026, selling an estimated $28.5K and leaving 20,441 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Kestra Advisory Services first reported a position in ACIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $985K in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Kestra Advisory Services held 20,441 shares of Aptus Collared Investment Opportunity ETF worth $943K as of Q2 2026.
  • Kestra Advisory Services sold 626 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $28.5K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1873 holding.
  • Kestra Advisory Services first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and has held it in 7 quarters since.
  • Kestra Advisory Services's Aptus Collared Investment Opportunity ETF position peaked at $985K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.