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Patriot Financial Group Insurance Agency’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,454
Closed -$71K – 418
2022
Q2 		$71K Sell
2,454
-402
-14% -$12K 0.01% 628
2022
Q1 		$90K Sell
2,856
-28
-1% -$875 0.02% 615
2021
Q4 		$94K Hold
2,884
– – 0.02% 668
2021
Q3 		$86K Hold
2,884
– – 0.02% 701
2021
Q2 		$87K Sell
2,884
-600
-17% -$17.8K 0.02% 674
2021
Q1 		$99K Hold
3,484
– – 0.02% 559
2020
Q4 		$97K Buy
+3,484
New +$94.7K 0.02% 504

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ACIO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2022, closing a stake of 2,454 shares — an estimated $71K sold.

Patriot Financial Group Insurance Agency first reported a position in ACIO in Q4 2020 and held it in 7 quarters. The position peaked at $99K in Q1 2021. 34 funds tracked by Wall St. Rank hold ACIO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,454 Aptus Collared Investment Opportunity ETF shares in Q3 2022, an estimated $71K.
  • Patriot Financial Group Insurance Agency first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Aptus Collared Investment Opportunity ETF position peaked at $99K in Q1 2021.
  • 34 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.