OPOWM
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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
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% -$69.5K 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 		$2.79M 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
PC
Purewater Capital Fort Worth, Texas $139M AUM
WAT
Wealth Advisory Team Bellevue, Kentucky $123M AUM

One Plus One Wealth Management's ACIO Position: Q2 2026 in Review

One Plus One Wealth Management increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 1.3% in Q2 2026, buying an estimated $75.9K and bringing the position to 129,564 shares worth $5.98M. 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 22 quarters since. 65 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • One Plus One Wealth Management held 129,564 shares of Aptus Collared Investment Opportunity ETF worth $5.98M as of Q2 2026.
  • One Plus One Wealth Management bought 1,669 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $75.9K.
  • Aptus Collared Investment Opportunity ETF made up 2.58% of One Plus One Wealth Management's portfolio in Q2 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 22 quarters since.
  • 65 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.