PIM
ACIO icon

Penobscot Investment Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Penobscot Investment Management’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 		$414K Buy
+8,974
New +$408K 0.03% 244

Other funds holding ACIO

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
WAT
Wealth Advisory Team Bellevue, Kentucky $123M AUM
SRS
Strong Retirement Solutions Silverdale, Washington $167M AUM
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

Penobscot Investment Management's ACIO Position: Q2 2026 in Review

Penobscot Investment Management opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 8,974 shares worth $414K. The stake represents 0.03% of the portfolio and ranks #244 among its holdings.

41 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Penobscot Investment Management held 8,974 shares of Aptus Collared Investment Opportunity ETF worth $414K as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new Penobscot Investment Management position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up 0.03% of Penobscot Investment Management's portfolio in Q2 2026, its #244 holding.
  • 41 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.