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Morris Financial Concepts’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Morris Financial Concepts’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
2024
Q4 		– Sell
-9,247
Closed -$367K – 185
2024
Q3 		$367K Buy
+9,247
New +$356K 0.16% 78

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
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
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Morris Financial Concepts's ACIO Position: Q4 2024 in Review

Morris Financial Concepts sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2024, closing a stake of 9,247 shares — an estimated $367K sold.

Morris Financial Concepts first reported a position in ACIO in Q3 2024 and held it in 1 quarter. The position peaked at $367K in Q3 2024. 105 funds tracked by Wall St. Rank hold ACIO as of Q4 2024.

  • Morris Financial Concepts reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 9,247 Aptus Collared Investment Opportunity ETF shares in Q4 2024, an estimated $367K.
  • Morris Financial Concepts first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and held it in 1 quarter.
  • Morris Financial Concepts's Aptus Collared Investment Opportunity ETF position peaked at $367K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2024.

Based on Morris Financial Concepts's 13F filing for Q4 2024, filed 29 Jan 2025.