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Princeton Global Asset Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Princeton Global Asset 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 		$179K Sell
3,878
-225
-5% -$10.2K 0.03% 232
2026
Q1 		$172K Sell
4,103
-200
-5% -$8.68K 0.03% 223
2025
Q4 		$188K Buy
+4,303
New +$188K 0.03% 203

Other funds holding ACIO

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
WS
Wilian Securities Vadnais Heights, Minnesota $169M AUM
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SHFP
Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return
VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Princeton Global Asset Management's ACIO Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 5.5% in Q2 2026, selling an estimated $10.2K and leaving 3,878 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #232.

Princeton Global Asset Management first reported a position in ACIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $188K in Q4 2025. 19 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Princeton Global Asset Management held 3,878 shares of Aptus Collared Investment Opportunity ETF worth $179K as of Q2 2026.
  • Princeton Global Asset Management sold 225 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $10.2K.
  • Aptus Collared Investment Opportunity ETF made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #232 holding.
  • Princeton Global Asset Management first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and has held it in 3 quarters since.
  • Princeton Global Asset Management's Aptus Collared Investment Opportunity ETF position peaked at $188K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.