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

Raleigh Capital 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
2024
Q3 		– Sell
-100
Closed -$3.76K – 1000
2024
Q2 		$3.76K Sell
100
-3,527
-97% -$128K ﹤0.01% 711
2024
Q1 		$131K Buy
+3,627
New +$125K 0.06% 228

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Raleigh Capital Management's ACIO Position: Q3 2024 in Review

Raleigh Capital Management sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2024, closing a stake of 100 shares — an estimated $3.76K sold.

Raleigh Capital Management first reported a position in ACIO in Q1 2024 and held it in 2 quarters. The position peaked at $131K in Q1 2024. 84 funds tracked by Wall St. Rank hold ACIO as of Q3 2024.

  • Raleigh Capital Management reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 100 Aptus Collared Investment Opportunity ETF shares in Q3 2024, an estimated $3.76K.
  • Raleigh Capital Management first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and held it in 2 quarters.
  • Raleigh Capital Management's Aptus Collared Investment Opportunity ETF position peaked at $131K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2024.

Based on Raleigh Capital Management's 13F filing for Q3 2024, filed 21 Oct 2024.