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 Q2	$6.4M	Buy	138,612 +3,975	+3%	+$181K	4.11%	1
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 $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

Renasant Bank's ACIO Position: Q2 2026 in Review

Renasant Bank increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 3% in Q2 2026, buying an estimated $181K and bringing the position to 138,612 shares worth $6.4M. The position accounts for 4.11% of the portfolio, ranked #1.

Renasant Bank first reported a position in ACIO in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.01M in Q3 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Renasant Bank held 138,612 shares of Aptus Collared Investment Opportunity ETF worth $6.4M as of Q2 2026.
Renasant Bank bought 3,975 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $181K.
Aptus Collared Investment Opportunity ETF made up 4.11% of Renasant Bank's portfolio in Q2 2026, its #1 holding.
Renasant Bank first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2024 and has held it in 9 quarters since.
Renasant Bank's Aptus Collared Investment Opportunity ETF position peaked at $8.01M in Q3 2025.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Renasant Bank's 13F filing for Q2 2026, filed 11 Aug 2026.