Legacy Capital Wealth Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Legacy Capital Wealth Partners’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	$1.97M	Sell	46,909 -6,779	-13%	-$294K	0.41%	43
2025 Q4	$2.35M	Buy	53,688 +271	+0.5%	+$11.9K	0.5%	32
2025 Q3	$2.32M	Buy	53,417 +174	+0.3%	+$7.36K	0.5%	34
2025 Q2	$2.2M	Sell	53,243 -9,492	-15%	-$373K	0.5%	31
2025 Q1	$2.43M	Buy	62,735 +51,127	+440%	+$2.06M	0.6%	23
2024 Q4	$467K	Buy	11,608 +4,666	+67%	+$189K	0.12%	192
2024 Q3	$276K	Buy	+6,942	New	+$268K	0.06%	287

Other funds holding ACIO

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

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

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return