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Lord & Richards Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Lord & Richards Wealth Management’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 		$10.9M Buy
259,536
+2,497
+1% +$108K 9.55% 2
2025
Q4 		$11.2M Buy
257,039
+8,803
+4% +$385K 9.65% 2
2025
Q3 		$10.8M Buy
248,236
+11,348
+5% +$480K 9.87% 1
2025
Q2 		$9.81M Buy
236,888
+35,804
+18% +$1.41M 10.25% 1
2025
Q1 		$7.78M Buy
201,084
+123,922
+161% +$4.98M 8.82% 1
2024
Q4 		$3.1M Buy
+77,162
New +$3.12M 6.55% 3

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
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
BF
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
KWM
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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Lord & Richards Wealth Management's ACIO Position: Q1 2026 in Review

Lord & Richards Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.97% in Q1 2026, buying an estimated $108K and bringing the position to 259,536 shares worth $10.9M. The position accounts for 9.55% of the portfolio, ranked #2.

Lord & Richards Wealth Management first reported a position in ACIO in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.2M in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Lord & Richards Wealth Management held 259,536 shares of Aptus Collared Investment Opportunity ETF worth $10.9M as of Q1 2026.
  • Lord & Richards Wealth Management bought 2,497 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $108K.
  • Aptus Collared Investment Opportunity ETF made up 9.55% of Lord & Richards Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Lord & Richards Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and has held it in 6 quarters since.
  • Lord & Richards Wealth Management's Aptus Collared Investment Opportunity ETF position peaked at $11.2M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.