Level Four Advisory Services’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Level Four Advisory Services’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	$9.33M	Buy	202,165 +4,323	+2%	+$197K	0.26%	88
2026 Q1	$8.3M	Sell	197,842 -341	-0.2%	-$14.8K	0.27%	87
2025 Q4	$8.66M	Sell	198,183 -12,138	-6%	-$531K	0.28%	80
2025 Q3	$9.13M	Sell	210,321 -880	-0.4%	-$37.2K	0.31%	68
2025 Q2	$8.74M	Sell	211,201 -1,137	-0.5%	-$44.7K	0.32%	69
2025 Q1	$8.22M	Buy	212,338 +4,869	+2%	+$196K	0.34%	69
2024 Q4	$8.35M	Sell	207,469 -593	-0.3%	-$24K	0.34%	66
2024 Q3	$8.22M	Buy	208,062 +26,023	+14%	+$1M	0.35%	57
2024 Q2	$6.85M	Buy	182,039 +2,055	+1%	+$74.4K	0.31%	76
2024 Q1	$5.97M	Buy	179,984 +6,400	+4%	+$221K	0.33%	65
2023 Q4	$5.76M	Buy	+173,584	New	+$5.48M	0.32%	67

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

Level Four Advisory Services's ACIO Position: Q2 2026 in Review

Level Four Advisory Services increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 2.2% in Q2 2026, buying an estimated $197K and bringing the position to 202,165 shares worth $9.33M. The position accounts for 0.26% of the portfolio, ranked #88.

Level Four Advisory Services first reported a position in ACIO in Q4 2023 and has held it in 11 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Level Four Advisory Services held 202,165 shares of Aptus Collared Investment Opportunity ETF worth $9.33M as of Q2 2026.
Level Four Advisory Services bought 4,323 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $197K.
Aptus Collared Investment Opportunity ETF made up 0.26% of Level Four Advisory Services's portfolio in Q2 2026, its #88 holding.
Level Four Advisory Services first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2023 and has held it in 11 quarters since.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.