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

Purewater Capital’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 		$19.8M Buy
428,145
+104,455
+32% +$4.75M 14.26% 2
2026
Q1 		$13.6M Buy
+323,690
New +$14M 13.01% 2

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 27.94% 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

Purewater Capital's ACIO Position: Q2 2026 in Review

Purewater Capital increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 32% in Q2 2026, buying an estimated $4.75M and bringing the position to 428,145 shares worth $19.8M. The position accounts for 14.26% of the portfolio, ranked #2.

Purewater Capital first reported a position in ACIO in Q1 2026 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Purewater Capital held 428,145 shares of Aptus Collared Investment Opportunity ETF worth $19.8M as of Q2 2026.
  • Purewater Capital bought 104,455 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $4.75M.
  • Aptus Collared Investment Opportunity ETF made up 14.26% of Purewater Capital's portfolio in Q2 2026, its #2 holding.
  • Purewater Capital first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2026 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Purewater Capital's 13F filing for Q2 2026, filed 28 Jul 2026.