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Prevail Innovative Wealth Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Prevail Innovative Wealth 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
2023
Q3 		– Sell
-11,811
Closed -$367K – 121
2023
Q2 		$367K Buy
+11,811
New +$358K 0.2% 75

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
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ACIO Position: Q3 2023 in Review

Prevail Innovative Wealth Advisors sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2023, closing a stake of 11,811 shares — an estimated $367K sold.

Prevail Innovative Wealth Advisors first reported a position in ACIO in Q2 2023 and held it in 1 quarter. The position peaked at $367K in Q2 2023. 45 funds tracked by Wall St. Rank hold ACIO as of Q3 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 11,811 Aptus Collared Investment Opportunity ETF shares in Q3 2023, an estimated $367K.
  • Prevail Innovative Wealth Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2023 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Aptus Collared Investment Opportunity ETF position peaked at $367K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.