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Legacy Trust’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Legacy Trust’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 		$906K Hold
19,632
– – 0.16% 96
2026
Q1 		$824K Hold
19,632
– – 0.16% 97
2025
Q4 		$858K Hold
19,632
– – 0.16% 99
2025
Q3 		$853K Sell
19,632
-747
-4% -$31.6K 0.17% 97
2025
Q2 		$844K Hold
20,379
– – 0.21% 80
2025
Q1 		$788K Buy
20,379
+3,779
+23% +$152K 0.19% 84
2024
Q4 		$668K Hold
16,600
– – 0.16% 91
2024
Q3 		$660K Buy
+16,600
New +$640K 0.15% 96

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
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 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

Legacy Trust's ACIO Position: Q2 2026 in Review

Legacy Trust held its Aptus Collared Investment Opportunity ETF (ACIO) position steady in Q2 2026 at 19,632 shares worth $906K. The position accounts for 0.16% of the portfolio, ranked #96.

Legacy Trust first reported a position in ACIO in Q3 2024 and has held it in 8 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Legacy Trust held 19,632 shares of Aptus Collared Investment Opportunity ETF worth $906K as of Q2 2026.
  • Legacy Trust left its Aptus Collared Investment Opportunity ETF share count unchanged in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up 0.16% of Legacy Trust's portfolio in Q2 2026, its #96 holding.
  • Legacy Trust first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and has held it in 8 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.