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Renasant Bank’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Renasant Bank’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
Q1 		$5.65M Sell
134,637
-26,370
-16% -$1.14M 4% 1
2025
Q4 		$7.04M Sell
161,007
-23,478
-13% -$1.03M 4.77% 1
2025
Q3 		$8.01M Buy
184,485
+236
+0.1% +$9.98K 5.09% 1
2025
Q2 		$7.63M Buy
184,249
+4,854
+3% +$191K 5.09% 1
2025
Q1 		$6.94M Buy
179,395
+23,652
+15% +$951K 4.6% 1
2024
Q4 		$6.27M Buy
155,743
+66,408
+74% +$2.69M 4.06% 1
2024
Q3 		$3.55M Buy
89,335
+22,670
+34% +$874K 2.34% 5
2024
Q2 		$2.51M Buy
+66,665
New +$2.41M 1.73% 11

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Renasant Bank's ACIO Position: Q1 2026 in Review

Renasant Bank reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 16% in Q1 2026, selling an estimated $1.14M and leaving 134,637 shares worth $5.65M. The position accounts for 4% of the portfolio, ranked #1.

Renasant Bank first reported a position in ACIO in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.01M in Q3 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Renasant Bank held 134,637 shares of Aptus Collared Investment Opportunity ETF worth $5.65M as of Q1 2026.
  • Renasant Bank sold 26,370 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $1.14M.
  • Aptus Collared Investment Opportunity ETF made up 4% of Renasant Bank's portfolio in Q1 2026, its #1 holding.
  • Renasant Bank first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2024 and has held it in 8 quarters since.
  • Renasant Bank's Aptus Collared Investment Opportunity ETF position peaked at $8.01M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Renasant Bank's 13F filing for Q1 2026, filed 29 Apr 2026.