One Plus One Wealth Management
ACIO icon

One Plus One Wealth Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

One Plus One Wealth Management’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
Q3 		$6.16M Buy
131,287
+1,723
+1% +$80.5K 2.58% 9
2026
Q2 		$5.98M Buy
129,564
+1,669
+1% +$75.9K 2.58% 9
2026
Q1 		$5.37M Buy
127,895
+5,822
+5% +$253K 2.26% 15
2025
Q4 		$5.33M Buy
122,073
+1,138
+0.9% +$49.8K 2.46% 12
2025
Q3 		$5.25M Buy
120,935
+5,080
+4% +$215K 2.55% 10
2025
Q2 		$4.8M Buy
115,855
+799
+0.7% +$31.4K 2.61% 9
2025
Q1 		$4.45M Sell
115,056
-1,075
-0.9% -$43.2K 2.43% 8
2024
Q4 		$4.67M Buy
116,131
+3,342
+3% +$135K 2.74% 9
2024
Q3 		$4.48M Buy
112,789
+1,214
+1% +$46.8K 2.66% 9
2024
Q2 		$4.2M Buy
111,575
+3,421
+3% +$124K 2.4% 12
2024
Q1 		$3.9M Buy
108,154
+7,917
+8% +$273K 2.24% 15
2023
Q4 		$3.32M Buy
100,237
+712
+0.7% +$22.5K 2.02% 18
2023
Q3 		$3.03M Sell
99,525
-2,227
-2% -$69.6K 1.97% 18
2023
Q2 		$3.17M Buy
101,752
+3,540
+4% +$107K 2.02% 18
2023
Q1 		$2.97M Buy
98,212
+17,894
+22% +$529K 2.1% 16
2022
Q4 		$2.32M Sell
80,318
-214
-0.3% -$6.26K 1.62% 18
2022
Q3 		$2.26M Buy
80,532
+92
+0.1% +$2.74K 1.84% 16
2022
Q2 		$2.32M Sell
80,440
-8,335
-9% -$249K 1.76% 17
2022
Q1 		$2.8M Buy
88,775
+14,770
+20% +$462K 1.85% 18
2021
Q4 		$2.41M Buy
74,005
+4,190
+6% +$133K 1.67% 17
2021
Q3 		$2.09M Buy
69,815
+5,061
+8% +$156K 1.51% 19
2021
Q2 		$1.95M Buy
64,754
+22,728
+54% +$673K 1.35% 21
2021
Q1 		$1.19M Buy
+42,026
New +$1.17M 0.93% 24

Other funds holding ACIO

KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Purewater Capital
Purewater Capital Fort Worth, Texas $128M AUM

One Plus One Wealth Management's ACIO Position: Q3 2026 in Review

One Plus One Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 1.3% in Q3 2026, buying an estimated $80.5K and bringing the position to 131,287 shares worth $6.16M. The position accounts for 2.58% of the portfolio, ranked #9.

One Plus One Wealth Management first reported a position in ACIO in Q1 2021 and has held it in 23 quarters since. 56 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • One Plus One Wealth Management held 131,287 shares of Aptus Collared Investment Opportunity ETF worth $6.16M as of Q3 2026.
  • One Plus One Wealth Management bought 1,723 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $80.5K.
  • Aptus Collared Investment Opportunity ETF made up 2.58% of One Plus One Wealth Management's portfolio in Q3 2026, its #9 holding.
  • One Plus One Wealth Management first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2021 and has held it in 23 quarters since.
  • 56 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on One Plus One Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.