Morgan Stanley
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Morgan Stanley’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Morgan Stanley’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 		$4.39K Sell
104
-1,515
-94% -$65.7K ﹤0.01% 7172
2025
Q4 		$70.8K Hold
1,619
– – ﹤0.01% 6319
2025
Q3 		$70.3K Buy
1,619
+1
+0.1% +$42 ﹤0.01% 6289
2025
Q2 		$67K Sell
1,618
-1
-0.1% -$39 ﹤0.01% 6257
2025
Q1 		$62.6K Sell
1,619
-192
-11% -$7.72K ﹤0.01% 6194
2024
Q4 		$72.9K Sell
1,811
-957
-35% -$38.7K ﹤0.01% 6171
2024
Q3 		$110K Sell
2,768
-1,175
-30% -$45.3K ﹤0.01% 5968
2024
Q2 		$148K Hold
3,943
– – ﹤0.01% 5800
2024
Q1 		$142K Buy
3,943
+3,927
+24,544% +$136K ﹤0.01% 5863
2023
Q4 		$540 Buy
+16
New +$505 ﹤0.01% 7276
2023
Q3 		– Sell
-99
Closed -$3.08K – 7610
2023
Q2 		$3.08K Buy
+99
New +$3K ﹤0.01% 7095

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

Morgan Stanley's ACIO Position: Q1 2026 in Review

Morgan Stanley reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 94% in Q1 2026, selling an estimated $65.7K and leaving 104 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #7172.

Morgan Stanley first reported a position in ACIO in Q2 2023 and has held it in 11 quarters since. The position peaked at $148K in Q2 2024. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Morgan Stanley held 104 shares of Aptus Collared Investment Opportunity ETF worth $4.39K as of Q1 2026.
  • Morgan Stanley sold 1,515 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $65.7K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7172 holding.
  • Morgan Stanley first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2023 and has held it in 11 quarters since.
  • Morgan Stanley's Aptus Collared Investment Opportunity ETF position peaked at $148K in Q2 2024.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.