MOS
ACIO icon

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
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 $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