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

Regal 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	$5.41M	Sell	117,339 -147	-0.1%	-$6.68K	0.28%	88
2026 Q1	$4.93M	Buy	117,486 +3,407	+3%	+$148K	0.28%	93
2025 Q4	$4.99M	Buy	114,079 +82,729	+264%	+$3.62M	0.3%	86
2025 Q3	$1.36M	Buy	+31,350	New	+$1.33M	0.09%	217

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 Miami, Florida $72.2B AUM 27.85% 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

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

Regal Investment Advisors's ACIO Position: Q2 2026 in Review

Regal Investment Advisors reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.13% in Q2 2026, selling an estimated $6.68K and leaving 117,339 shares worth $5.41M. The position accounts for 0.28% of the portfolio, ranked #88.

Regal Investment Advisors first reported a position in ACIO in Q3 2025 and has held it in 4 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Regal Investment Advisors held 117,339 shares of Aptus Collared Investment Opportunity ETF worth $5.41M as of Q2 2026.
Regal Investment Advisors sold 147 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $6.68K.
Aptus Collared Investment Opportunity ETF made up 0.28% of Regal Investment Advisors's portfolio in Q2 2026, its #88 holding.
Regal Investment Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 4 quarters since.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.