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 Q2	$2.18M	Buy	47,172 +263	+0.6%	+$12K	0.42%	44
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

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

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

Legacy Capital Wealth Partners's ACIO Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.56% in Q2 2026, buying an estimated $12K and bringing the position to 47,172 shares worth $2.18M. The position accounts for 0.42% of the portfolio, ranked #44.

Legacy Capital Wealth Partners first reported a position in ACIO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.43M in Q1 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Legacy Capital Wealth Partners held 47,172 shares of Aptus Collared Investment Opportunity ETF worth $2.18M as of Q2 2026.
Legacy Capital Wealth Partners bought 263 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $12K.
Aptus Collared Investment Opportunity ETF made up 0.42% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #44 holding.
Legacy Capital Wealth Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Capital Wealth Partners's Aptus Collared Investment Opportunity ETF position peaked at $2.43M in Q1 2025.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.