Naviter Wealth
ACIO icon

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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 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.