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Raymond James & Associates’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Raymond James & Associates’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
2020
Q4 		– Sell
-10,467
Closed -$279K – 3756
2020
Q3 		$279K Buy
+10,467
New +$276K ﹤0.01% 3001

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Raymond James & Associates's ACIO Position: Q4 2020 in Review

Raymond James & Associates sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2020, closing a stake of 10,467 shares — an estimated $279K sold.

Raymond James & Associates first reported a position in ACIO in Q3 2020 and held it in 1 quarter. The position peaked at $279K in Q3 2020. 9 funds tracked by Wall St. Rank hold ACIO as of Q4 2020.

  • Raymond James & Associates reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2020 after selling out during the quarter.
  • Raymond James & Associates sold 10,467 Aptus Collared Investment Opportunity ETF shares in Q4 2020, an estimated $279K.
  • Raymond James & Associates first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2020 and held it in 1 quarter.
  • Raymond James & Associates's Aptus Collared Investment Opportunity ETF position peaked at $279K in Q3 2020.
  • 9 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2020.

Based on Raymond James & Associates's 13F filing for Q4 2020, filed 12 Feb 2021.