MML Investors Services’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

MML Investors Services’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	$2.64M	Sell	57,236 -6,054	-10%	-$275K	0.01%	1372
2026 Q1	$2.66M	Sell	63,290 -16	-0%	-$694	0.01%	1161
2025 Q4	$2.77M	Sell	63,306 -269	-0.4%	-$11.8K	0.01%	1205
2025 Q3	$2.76M	Buy	63,575 +13,185	+26%	+$557K	0.01%	1147
2025 Q2	$2.09M	Sell	50,390 -34,098	-40%	-$1.34M	0.01%	1224
2025 Q1	$3.27M	Buy	84,488 +15,329	+22%	+$616K	0.01%	935
2024 Q4	$2.78M	Buy	69,159 +4,522	+7%	+$183K	0.01%	964
2024 Q3	$2.57M	Buy	64,637 +6,595	+11%	+$254K	0.01%	967
2024 Q2	$2.18M	Buy	58,042 +12,913	+29%	+$468K	0.01%	989
2024 Q1	$1.63M	Buy	+45,129	New	+$1.56M	0.01%	1151

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

MML Investors Services's ACIO Position: Q2 2026 in Review

MML Investors Services reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 9.6% in Q2 2026, selling an estimated $275K and leaving 57,236 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #1372.

MML Investors Services first reported a position in ACIO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.27M in Q1 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

MML Investors Services held 57,236 shares of Aptus Collared Investment Opportunity ETF worth $2.64M as of Q2 2026.
MML Investors Services sold 6,054 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $275K.
Aptus Collared Investment Opportunity ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1372 holding.
MML Investors Services first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and has held it in 10 quarters since.
MML Investors Services's Aptus Collared Investment Opportunity ETF position peaked at $3.27M in Q1 2025.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.