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 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	$9.81M	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 $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

Lord & Richards Wealth Management's ACIO Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 3.3% in Q2 2026, buying an estimated $385K and bringing the position to 268,008 shares worth $12.4M. The position accounts for 9.68% of the portfolio, ranked #2.

Lord & Richards Wealth Management first reported a position in ACIO in Q4 2024 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Lord & Richards Wealth Management held 268,008 shares of Aptus Collared Investment Opportunity ETF worth $12.4M as of Q2 2026.
Lord & Richards Wealth Management bought 8,472 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $385K.
Aptus Collared Investment Opportunity ETF made up 9.68% of Lord & Richards Wealth Management's portfolio in Q2 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 7 quarters since.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.