KFG Wealth Management
ACIO icon

KFG Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

KFG Wealth Management’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
Q3 		$79.3M Buy
1,689,683
+44,194
+3% +$2.06M 8.6% 2
2026
Q2 		$75.9M Buy
1,645,489
+63,098
+4% +$2.87M 8.57% 2
2026
Q1 		$66.4M Sell
1,582,391
-210,216
-12% -$9.12M 8.58% 2
2025
Q4 		$78.3M Buy
1,792,607
+154,498
+9% +$6.76M 10.48% 2
2025
Q3 		$71.1M Buy
1,638,109
+164,122
+11% +$6.94M 10.27% 2
2025
Q2 		$61M Buy
1,473,987
+100,758
+7% +$3.96M 9.81% 2
2025
Q1 		$53.1M Buy
1,373,229
+107,809
+9% +$4.33M 9.66% 2
2024
Q4 		$50.9M Buy
1,265,420
+335,300
+36% +$13.6M 9.52% 2
2024
Q3 		$37M Buy
+930,120
New +$35.8M 8.04% 2

Other funds holding ACIO

Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $131M AUM 11.17% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

KFG Wealth Management's ACIO Position: Q3 2026 in Review

KFG Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 2.7% in Q3 2026, buying an estimated $2.06M and bringing the position to 1,689,683 shares worth $79.3M. The position accounts for 8.6% of the portfolio, ranked #2.

KFG Wealth Management first reported a position in ACIO in Q3 2024 and has held it in 9 quarters since. 22 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • KFG Wealth Management held 1,689,683 shares of Aptus Collared Investment Opportunity ETF worth $79.3M as of Q3 2026.
  • KFG Wealth Management bought 44,194 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $2.06M.
  • Aptus Collared Investment Opportunity ETF made up 8.6% of KFG Wealth Management's portfolio in Q3 2026, its #2 holding.
  • KFG Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and has held it in 9 quarters since.
  • 22 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.