Mercer Global Advisors
ACIO icon

Mercer Global Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Mercer Global Advisors’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 		$1.29M Sell
30,849
-4,360
-12% -$189K ﹤0.01% 1431
2025
Q4 		$1.54M Sell
35,209
-1,230
-3% -$53.8K ﹤0.01% 1241
2025
Q3 		$1.58M Sell
36,439
-13,374
-27% -$565K ﹤0.01% 1141
2025
Q2 		$2.06M Sell
49,813
-70,000
-58% -$2.75M ﹤0.01% 872
2025
Q1 		$4.64M Buy
+119,813
New +$4.82M 0.01% 557

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 $886M AUM 15.98% 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

Mercer Global Advisors's ACIO Position: Q1 2026 in Review

Mercer Global Advisors reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 12% in Q1 2026, selling an estimated $189K and leaving 30,849 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Mercer Global Advisors first reported a position in ACIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.64M in Q1 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Mercer Global Advisors held 30,849 shares of Aptus Collared Investment Opportunity ETF worth $1.29M as of Q1 2026.
  • Mercer Global Advisors sold 4,360 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $189K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1431 holding.
  • Mercer Global Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 5 quarters since.
  • Mercer Global Advisors's Aptus Collared Investment Opportunity ETF position peaked at $4.64M in Q1 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.