MMM
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Mendel Money Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Mendel Money 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 		$3.2M Buy
76,144
+16,212
+27% +$703K 1.34% 24
2025
Q4 		$2.62M Buy
59,932
+14,382
+32% +$629K 1.1% 27
2025
Q3 		$1.98M Buy
+45,550
New +$1.93M 0.83% 35

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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
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
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

Mendel Money Management's ACIO Position: Q1 2026 in Review

Mendel Money Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 27% in Q1 2026, buying an estimated $703K and bringing the position to 76,144 shares worth $3.2M. The position accounts for 1.34% of the portfolio, ranked #24.

Mendel Money Management first reported a position in ACIO in Q3 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Mendel Money Management held 76,144 shares of Aptus Collared Investment Opportunity ETF worth $3.2M as of Q1 2026.
  • Mendel Money Management bought 16,212 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $703K.
  • Aptus Collared Investment Opportunity ETF made up 1.34% of Mendel Money Management's portfolio in Q1 2026, its #24 holding.
  • Mendel Money Management first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.