KWM
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
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

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return