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Parallel Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Parallel Advisors’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 		$353K Buy
8,410
+779
+10% +$33.8K 0.01% 880
2025
Q4 		$333K Buy
7,631
+1,215
+19% +$53.2K 0.01% 856
2025
Q3 		$279K Buy
6,416
+5,583
+670% +$236K 0.01% 903
2025
Q2 		$34.5K Hold
833
– – ﹤0.01% 1925
2025
Q1 		$32.2K Sell
833
-8,107
-91% -$326K ﹤0.01% 1890
2024
Q4 		$360K Buy
8,940
+1,338
+18% +$54.2K 0.01% 688
2024
Q3 		$302K Buy
+7,602
New +$293K 0.01% 755

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 $774M AUM 12.78% 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

Parallel Advisors's ACIO Position: Q1 2026 in Review

Parallel Advisors increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 10% in Q1 2026, buying an estimated $33.8K and bringing the position to 8,410 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #880.

Parallel Advisors first reported a position in ACIO in Q3 2024 and has held it in 7 quarters since. The position peaked at $360K in Q4 2024. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Parallel Advisors held 8,410 shares of Aptus Collared Investment Opportunity ETF worth $353K as of Q1 2026.
  • Parallel Advisors bought 779 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $33.8K.
  • Aptus Collared Investment Opportunity ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #880 holding.
  • Parallel Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and has held it in 7 quarters since.
  • Parallel Advisors's Aptus Collared Investment Opportunity ETF position peaked at $360K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.