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Magnolia Private Wealth’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Magnolia Private Wealth’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
2025
Q3 		– Sell
-7,203
Closed -$298K – 110
2025
Q2 		$298K Sell
7,203
-1,700
-19% -$66.8K 0.23% 83
2025
Q1 		$344K Sell
8,903
-6,293
-41% -$253K 0.28% 79
2024
Q4 		$611K Buy
+15,196
New +$615K 0.53% 47

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
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

Magnolia Private Wealth's ACIO Position: Q3 2025 in Review

Magnolia Private Wealth sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2025, closing a stake of 7,203 shares — an estimated $298K sold.

Magnolia Private Wealth first reported a position in ACIO in Q4 2024 and held it in 3 quarters. The position peaked at $611K in Q4 2024. 120 funds tracked by Wall St. Rank hold ACIO as of Q3 2025.

  • Magnolia Private Wealth reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2025 after selling out during the quarter.
  • Magnolia Private Wealth sold 7,203 Aptus Collared Investment Opportunity ETF shares in Q3 2025, an estimated $298K.
  • Magnolia Private Wealth first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and held it in 3 quarters.
  • Magnolia Private Wealth's Aptus Collared Investment Opportunity ETF position peaked at $611K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2025.

Based on Magnolia Private Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.