Maripau Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Maripau 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	$8.65M	Buy	206,200 +13,404	+7%	+$581K	3.8%	4
2025 Q4	$8.43M	Buy	192,796 +14,288	+8%	+$625K	3.88%	4
2025 Q3	$7.75M	Sell	178,508 -2,838	-2%	-$120K	3.9%	5
2025 Q2	$7.55M	Sell	181,346 -9,872	-5%	-$388K	3.8%	4
2025 Q1	$7.4M	Buy	191,218 +42,218	+28%	+$1.7M	4.25%	4
2024 Q4	$6M	Buy	149,000 +70,179	+89%	+$2.84M	3.56%	4
2024 Q3	$3.13M	Buy	78,821 +36,780	+87%	+$1.42M	2.71%	10
2024 Q2	$1.58M	Buy	42,041 +25,636	+156%	+$928K	1.08%	26
2024 Q1	$591K	Buy	+16,405	New	+$567K	0.44%	52

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 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 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 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

Maripau Wealth Management's ACIO Position: Q1 2026 in Review

Maripau Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 7% in Q1 2026, buying an estimated $581K and bringing the position to 206,200 shares worth $8.65M. The position accounts for 3.8% of the portfolio, ranked #4.

Maripau Wealth Management first reported a position in ACIO in Q1 2024 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

Maripau Wealth Management held 206,200 shares of Aptus Collared Investment Opportunity ETF worth $8.65M as of Q1 2026.
Maripau Wealth Management bought 13,404 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $581K.
Aptus Collared Investment Opportunity ETF made up 3.8% of Maripau Wealth Management's portfolio in Q1 2026, its #4 holding.
Maripau Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and has held it in 9 quarters since.
133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.