Liberty Square Wealth Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Liberty Square 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	$213K	Sell	4,621 -563	-11%	-$25.6K	0.05%	135
2026 Q1	$218K	Sell	5,184 -680	-12%	-$29.5K	0.06%	136
2025 Q4	$256K	Sell	5,864 -23,857	-80%	-$1.04M	0.07%	124
2025 Q3	$1.29M	Sell	29,721 -17,783	-37%	-$752K	0.4%	43
2025 Q2	$1.97M	Buy	47,504 +13,939	+42%	+$548K	0.68%	25
2025 Q1	$1.3M	Buy	33,565 +12,097	+56%	+$486K	0.5%	36
2024 Q4	$885K	Buy	+21,468	New	+$869K	0.32%	56

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

Liberty Square Wealth Partners's ACIO Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 11% in Q2 2026, selling an estimated $25.6K and leaving 4,621 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #135.

Liberty Square Wealth Partners first reported a position in ACIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q2 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Liberty Square Wealth Partners held 4,621 shares of Aptus Collared Investment Opportunity ETF worth $213K as of Q2 2026.
Liberty Square Wealth Partners sold 563 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $25.6K.
Aptus Collared Investment Opportunity ETF made up 0.05% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #135 holding.
Liberty Square Wealth Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Aptus Collared Investment Opportunity ETF position peaked at $1.97M in Q2 2025.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.