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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
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

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
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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

KFG Wealth Management's ACIO Position: Q2 2026 in Review

KFG Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4% in Q2 2026, buying an estimated $2.87M and bringing the position to 1,645,489 shares worth $75.9M. The position accounts for 8.57% of the portfolio, ranked #2.

KFG Wealth Management first reported a position in ACIO in Q3 2024 and has held it in 8 quarters since. The position peaked at $78.3M in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • KFG Wealth Management held 1,645,489 shares of Aptus Collared Investment Opportunity ETF worth $75.9M as of Q2 2026.
  • KFG Wealth Management bought 63,098 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $2.87M.
  • Aptus Collared Investment Opportunity ETF made up 8.57% of KFG Wealth Management's portfolio in Q2 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 8 quarters since.
  • KFG Wealth Management's Aptus Collared Investment Opportunity ETF position peaked at $78.3M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.