Prime Capital Investment Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Prime Capital Investment 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
2026 Q2	$11.5M	Buy	250,056 +45,002	+22%	+$2.05M	0.11%	137
2026 Q1	$8.6M	Buy	205,054 +36,409	+22%	+$1.58M	0.1%	165
2025 Q4	$7.37M	Buy	168,645 +57,160	+51%	+$2.5M	0.09%	161
2025 Q3	$4.84M	Buy	111,485 +66,918	+150%	+$2.83M	0.06%	203
2025 Q2	$1.85M	Buy	+44,567	New	+$1.75M	0.02%	343

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

BCM

Bienville Capital Management New York $750M AUM 2.59% 1-Year Est. Return

Prime Capital Investment Advisors's ACIO Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 22% in Q2 2026, buying an estimated $2.05M and bringing the position to 250,056 shares worth $11.5M. The position accounts for 0.11% of the portfolio, ranked #137.

Prime Capital Investment Advisors first reported a position in ACIO in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Prime Capital Investment Advisors held 250,056 shares of Aptus Collared Investment Opportunity ETF worth $11.5M as of Q2 2026.
Prime Capital Investment Advisors bought 45,002 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $2.05M.
Aptus Collared Investment Opportunity ETF made up 0.11% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #137 holding.
Prime Capital Investment Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 5 quarters since.
118 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.