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 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

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