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Naviter Wealth’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Naviter Wealth’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
2025
Q2 		– Sell
-358,884
Closed -$13.9M – 275
2025
Q1 		$13.9M Buy
358,884
+22,811
+7% +$917K 1.68% 13
2024
Q4 		$13.5M Sell
336,073
-3,228
-1% -$131K 1.63% 13
2024
Q3 		$13.5M Buy
+339,301
New +$13.1M 1.88% 9

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Naviter Wealth's ACIO Position: Q2 2025 in Review

Naviter Wealth sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2025, closing a stake of 358,884 shares — an estimated $13.9M sold.

Naviter Wealth first reported a position in ACIO in Q3 2024 and held it in 3 quarters. The position peaked at $13.9M in Q1 2025. 115 funds tracked by Wall St. Rank hold ACIO as of Q2 2025.

  • Naviter Wealth reported no remaining Aptus Collared Investment Opportunity ETF position as of Q2 2025 after selling out during the quarter.
  • Naviter Wealth sold 358,884 Aptus Collared Investment Opportunity ETF shares in Q2 2025, an estimated $13.9M.
  • Naviter Wealth first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and held it in 3 quarters.
  • Naviter Wealth's Aptus Collared Investment Opportunity ETF position peaked at $13.9M in Q1 2025.
  • 115 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.