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Legacy Capital Group California’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Legacy Capital Group California’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
2025
Q1 		– Sell
-5,087
Closed -$205K – 308
2024
Q4 		$205K Sell
5,087
-1,035
-17% -$41.9K 0.06% 314
2024
Q3 		$243K Buy
+6,122
New +$236K 0.08% 274

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Legacy Capital Group California's ACIO Position: Q1 2025 in Review

Legacy Capital Group California sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2025, closing a stake of 5,087 shares — an estimated $205K sold.

Legacy Capital Group California first reported a position in ACIO in Q3 2024 and held it in 2 quarters. The position peaked at $243K in Q3 2024. 110 funds tracked by Wall St. Rank hold ACIO as of Q1 2025.

  • Legacy Capital Group California reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 5,087 Aptus Collared Investment Opportunity ETF shares in Q1 2025, an estimated $205K.
  • Legacy Capital Group California first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and held it in 2 quarters.
  • Legacy Capital Group California's Aptus Collared Investment Opportunity ETF position peaked at $243K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2025.

Based on Legacy Capital Group California's 13F filing for Q1 2025, filed 9 May 2025.