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Peak Planning Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Peak Planning Group’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 		$256K Sell
5,540
-7,556
-58% -$343K 0.06% 109
2026
Q1 		$549K Sell
13,096
-91,376
-87% -$3.96M 0.15% 74
2025
Q4 		$4.57M Buy
104,472
+33,786
+48% +$1.48M 1.28% 18
2025
Q3 		$3.07M Buy
70,686
+59,686
+543% +$2.52M 1.6% 13
2025
Q2 		$455K Buy
+11,000
New +$432K 0.29% 52

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 $77.5B AUM 28.19% 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

Peak Planning Group's ACIO Position: Q2 2026 in Review

Peak Planning Group reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 58% in Q2 2026, selling an estimated $343K and leaving 5,540 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #109.

Peak Planning Group first reported a position in ACIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.57M in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Peak Planning Group held 5,540 shares of Aptus Collared Investment Opportunity ETF worth $256K as of Q2 2026.
  • Peak Planning Group sold 7,556 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $343K.
  • Aptus Collared Investment Opportunity ETF made up 0.06% of Peak Planning Group's portfolio in Q2 2026, its #109 holding.
  • Peak Planning Group first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 5 quarters since.
  • Peak Planning Group's Aptus Collared Investment Opportunity ETF position peaked at $4.57M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.