MW
ACIO icon

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

MBL 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
2026
Q2 		$1.37M Sell
29,740
-17,782
-37% -$808K 0.09% 109
2026
Q1 		$1.99M Sell
47,522
-12,609
-21% -$547K 0.15% 85
2025
Q4 		$2.63M Sell
60,131
-45,879
-43% -$2.01M 0.21% 70
2025
Q3 		$4.6M Sell
106,010
-31,927
-23% -$1.35M 0.4% 55
2025
Q2 		$5.71M Buy
+137,937
New +$5.42M 0.55% 43

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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
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

MBL Wealth's ACIO Position: Q2 2026 in Review

MBL Wealth reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 37% in Q2 2026, selling an estimated $808K and leaving 29,740 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #109.

MBL Wealth first reported a position in ACIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.71M in Q2 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • MBL Wealth held 29,740 shares of Aptus Collared Investment Opportunity ETF worth $1.37M as of Q2 2026.
  • MBL Wealth sold 17,782 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $808K.
  • Aptus Collared Investment Opportunity ETF made up 0.09% of MBL Wealth's portfolio in Q2 2026, its #109 holding.
  • MBL Wealth first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 5 quarters since.
  • MBL Wealth's Aptus Collared Investment Opportunity ETF position peaked at $5.71M in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.