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Oak Harbor Wealth Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Oak Harbor Wealth Partners’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 		$256K Buy
+6,112
New +$265K 0.06% 177

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

Oak Harbor Wealth Partners's ACIO Position: Q1 2026 in Review

Oak Harbor Wealth Partners opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026: 6,112 shares worth $256K. The stake represents 0.06% of the portfolio and ranks #177 among its holdings.

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

  • Oak Harbor Wealth Partners held 6,112 shares of Aptus Collared Investment Opportunity ETF worth $256K as of Q1 2026.
  • Aptus Collared Investment Opportunity ETF was a new Oak Harbor Wealth Partners position in Q1 2026.
  • Aptus Collared Investment Opportunity ETF made up 0.06% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #177 holding.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.