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Pandora Wealth’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Pandora Wealth’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
Q4 		$14.2M Sell
325,843
-671
-0.2% -$29.4K 8.65% 3
2025
Q3 		$14.2M Buy
326,514
+93
+0% +$3.93K 8.58% 3
2025
Q2 		$13.5M Sell
326,421
-4,752
-1% -$187K 8.31% 1
2025
Q1 		$12.8M Buy
+331,173
New +$13.3M 8.43% 2

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 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 $369B AUM 28.27% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

Pandora Wealth's ACIO Position: Q4 2025 in Review

Pandora Wealth reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.21% in Q4 2025, selling an estimated $29.4K and leaving 325,843 shares worth $14.2M. The position accounts for 8.65% of the portfolio, ranked #3.

Pandora Wealth first reported a position in ACIO in Q1 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold ACIO as of Q4 2025.

  • Pandora Wealth held 325,843 shares of Aptus Collared Investment Opportunity ETF worth $14.2M as of Q4 2025.
  • Pandora Wealth sold 671 Aptus Collared Investment Opportunity ETF shares in Q4 2025, an estimated $29.4K.
  • Aptus Collared Investment Opportunity ETF made up 8.65% of Pandora Wealth's portfolio in Q4 2025, its #3 holding.
  • Pandora Wealth first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2025.

Based on Pandora Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.