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Kestra Private Wealth Services’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Kestra Private Wealth 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 		$290K Sell
6,294
-562
-8% -$25.5K ﹤0.01% 1508
2026
Q1 		$288K Buy
6,856
+5
+0.1% +$217 ﹤0.01% 1472
2025
Q4 		$299K Buy
6,851
+3
+0% +$131 ﹤0.01% 1426
2025
Q3 		$297K Buy
6,848
+293
+4% +$12.4K ﹤0.01% 1368
2025
Q2 		$271K Buy
+6,555
New +$258K ﹤0.01% 1335

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 Private Wealth Services's ACIO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 8.2% in Q2 2026, selling an estimated $25.5K and leaving 6,294 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Kestra Private Wealth Services first reported a position in ACIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Kestra Private Wealth Services held 6,294 shares of Aptus Collared Investment Opportunity ETF worth $290K as of Q2 2026.
  • Kestra Private Wealth Services sold 562 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $25.5K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1508 holding.
  • Kestra Private Wealth Services first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 5 quarters since.
  • Kestra Private Wealth Services's Aptus Collared Investment Opportunity ETF position peaked at $299K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

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