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Orion Portfolio Solutions’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$3.83M Sell
99,104
-22,391
-18% -$900K 0.04% 432
2024
Q4 		$4.89M Buy
121,495
+93,459
+333% +$3.78M 0.05% 338
2024
Q3 		$1.11M Buy
28,036
+2,245
+9% +$86.5K 0.01% 1002
2024
Q2 		$971K Buy
25,791
+12,389
+92% +$449K 0.01% 1010
2024
Q1 		$483K Buy
+13,402
New +$463K 0.01% 1273

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Orion Portfolio Solutions's ACIO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 18% in Q1 2025, selling an estimated $900K and leaving 99,104 shares worth $3.83M. The position accounts for 0.04% of the portfolio, ranked #432.

Orion Portfolio Solutions first reported a position in ACIO in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.89M in Q4 2024. 110 funds tracked by Wall St. Rank hold ACIO as of Q1 2025.

  • Orion Portfolio Solutions held 99,104 shares of Aptus Collared Investment Opportunity ETF worth $3.83M as of Q1 2025.
  • Orion Portfolio Solutions sold 22,391 Aptus Collared Investment Opportunity ETF shares in Q1 2025, an estimated $900K.
  • Aptus Collared Investment Opportunity ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #432 holding.
  • Orion Portfolio Solutions first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and has held it in 5 quarters since.
  • Orion Portfolio Solutions's Aptus Collared Investment Opportunity ETF position peaked at $4.89M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.