PPC
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Park Place Capital’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Park Place 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
Q2 		$49.6M Buy
1,073,905
+40,925
+4% +$1.86M 7.87% 1
2026
Q1 		$43.3M Sell
1,032,980
-49,369
-5% -$2.14M 8.69% 1
2025
Q4 		$47.3M Buy
1,082,349
+64,136
+6% +$2.81M 9.85% 1
2025
Q3 		$44.2M Buy
1,018,213
+166,174
+20% +$7.03M 9.34% 1
2025
Q2 		$35.3M Buy
852,039
+89,943
+12% +$3.54M 8.03% 1
2025
Q1 		$29.5M Buy
762,096
+76,560
+11% +$3.08M 7.99% 1
2024
Q4 		$27.6M Buy
685,536
+149,346
+28% +$6.05M 7.72% 1
2024
Q3 		$21.3M Buy
536,190
+101,356
+23% +$3.91M 6.12% 1
2024
Q2 		$16.4M Buy
434,834
+312,610
+256% +$11.3M 5.22% 1
2024
Q1 		$4.4M Buy
+122,224
New +$4.22M 1.58% 10

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Park Place Capital's ACIO Position: Q2 2026 in Review

Park Place Capital increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4% in Q2 2026, buying an estimated $1.86M and bringing the position to 1,073,905 shares worth $49.6M. The position accounts for 7.87% of the portfolio, ranked #1.

Park Place Capital first reported a position in ACIO in Q1 2024 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Park Place Capital held 1,073,905 shares of Aptus Collared Investment Opportunity ETF worth $49.6M as of Q2 2026.
  • Park Place Capital bought 40,925 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $1.86M.
  • Aptus Collared Investment Opportunity ETF made up 7.87% of Park Place Capital's portfolio in Q2 2026, its #1 holding.
  • Park Place Capital first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and has held it in 10 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Park Place Capital's 13F filing for Q2 2026, filed 14 Aug 2026.