Kure Advisory
ACIO icon

Kure Advisory’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Kure Advisory’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
2024
Q1 		– Sell
-35,975
Closed -$1.19M – 39
2023
Q4 		$1.19M Sell
35,975
-713
-2% -$22.5K 0.62% 33
2023
Q3 		$1.12M Buy
+36,688
New +$1.15M 0.63% 36

Other funds holding ACIO

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Sugarloaf Wealth Management
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Waterloo Capital
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Kure Advisory's ACIO Position: Q1 2024 in Review

Kure Advisory sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2024, closing a stake of 35,975 shares — an estimated $1.19M sold.

Kure Advisory first reported a position in ACIO in Q3 2023 and held it in 2 quarters. The position peaked at $1.19M in Q4 2023. 64 funds tracked by Wall St. Rank hold ACIO as of Q1 2024.

  • Kure Advisory reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2024 after selling out during the quarter.
  • Kure Advisory sold 35,975 Aptus Collared Investment Opportunity ETF shares in Q1 2024, an estimated $1.19M.
  • Kure Advisory first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2023 and held it in 2 quarters.
  • Kure Advisory's Aptus Collared Investment Opportunity ETF position peaked at $1.19M in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2024.

Based on Kure Advisory's 13F filing for Q1 2024, filed 9 May 2024.