NewEdge Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

NewEdge Advisors’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	$361K	Buy	+8,607	New	+$373K	﹤0.01%	2213

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

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 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

NewEdge Advisors's ACIO Position: Q1 2026 in Review

NewEdge Advisors opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026: 8,607 shares worth $361K. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings.

133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

NewEdge Advisors held 8,607 shares of Aptus Collared Investment Opportunity ETF worth $361K as of Q1 2026.
Aptus Collared Investment Opportunity ETF was a new NewEdge Advisors position in Q1 2026.
Aptus Collared Investment Opportunity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2213 holding.
133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.