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Optima Capital’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Optima Capital’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 		– Sell
-3,442
Closed -$150K – 167
2025
Q4 		$150K Buy
+3,442
New +$151K 0.07% 182

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 $886M AUM 15.98% 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

Optima Capital's ACIO Position: Q1 2026 in Review

Optima Capital sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026, closing a stake of 3,442 shares — an estimated $150K sold.

Optima Capital first reported a position in ACIO in Q4 2025 and held it in 1 quarter. The position peaked at $150K in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Optima Capital reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 3,442 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $150K.
  • Optima Capital first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Aptus Collared Investment Opportunity ETF position peaked at $150K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.