MGO One Seven’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

MGO One Seven’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	$283K	Sell	6,131 -769	-11%	-$35K	﹤0.01%	1279
2026 Q1	$290K	Sell	6,900 -179	-3%	-$7.76K	0.01%	1147
2025 Q4	$309K	Sell	7,079 -325	-4%	-$14.2K	0.01%	1094
2025 Q3	$322K	Sell	7,404 -134	-2%	-$5.67K	0.01%	999
2025 Q2	$312K	Sell	7,538 -4,309	-36%	-$169K	0.01%	919
2025 Q1	$458K	Sell	11,847 -69,542	-85%	-$2.8M	0.02%	655
2024 Q4	$3.28M	Buy	81,389 +11,852	+17%	+$480K	0.13%	186
2024 Q3	$2.76M	Buy	69,537 +26,562	+62%	+$1.02M	0.12%	194
2024 Q2	$1.62M	Buy	42,975 +10,008	+30%	+$362K	0.08%	263
2024 Q1	$1.19M	Sell	32,967 -9,947	-23%	-$344K	0.06%	303
2023 Q4	$1.42M	Sell	42,914 -1,317	-3%	-$41.6K	0.08%	256
2023 Q3	$1.35M	Buy	44,231 +12,821	+41%	+$400K	0.1%	219
2023 Q2	$977K	Buy	31,410 +14,114	+82%	+$428K	0.09%	245
2023 Q1	$522K	Buy	+17,296	New	+$511K	0.03%	465

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 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

MGO One Seven's ACIO Position: Q2 2026 in Review

MGO One Seven reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 11% in Q2 2026, selling an estimated $35K and leaving 6,131 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

MGO One Seven first reported a position in ACIO in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.28M in Q4 2024. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

MGO One Seven held 6,131 shares of Aptus Collared Investment Opportunity ETF worth $283K as of Q2 2026.
MGO One Seven sold 769 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $35K.
Aptus Collared Investment Opportunity ETF made up ﹤0.01% of MGO One Seven's portfolio in Q2 2026, its #1279 holding.
MGO One Seven first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2023 and has held it in 14 quarters since.
MGO One Seven's Aptus Collared Investment Opportunity ETF position peaked at $3.28M in Q4 2024.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.