MML Investors Services
ACIO icon

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
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 $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