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 Q3	$10.6M	Sell	225,459 -42,549	-16%	-$1.99M	8.08%	2
2026 Q2	$12.4M	Buy	268,008 +8,472	+3%	+$385K	9.68%	2
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	$9.8M	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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

6SA

6th Street Advisors Daphne, Alabama $173M AUM

Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Lord & Richards Wealth Management's ACIO Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 16% in Q3 2026, selling an estimated $1.99M and leaving 225,459 shares worth $10.6M. The position accounts for 8.08% of the portfolio, ranked #2.

Lord & Richards Wealth Management first reported a position in ACIO in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q2 2026. 39 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Lord & Richards Wealth Management held 225,459 shares of Aptus Collared Investment Opportunity ETF worth $10.6M as of Q3 2026.
Lord & Richards Wealth Management sold 42,549 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $1.99M.
Aptus Collared Investment Opportunity ETF made up 8.08% of Lord & Richards Wealth Management's portfolio in Q3 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 8 quarters since.
Lord & Richards Wealth Management's Aptus Collared Investment Opportunity ETF position peaked at $12.4M in Q2 2026.
39 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.