Retirement Planning Group (Kansas)’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Retirement Planning Group (Kansas)’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	$383K	Sell	8,294 -581	-7%	-$26.4K	0.01%	380
2026 Q1	$372K	Sell	8,875 -12,338	-58%	-$535K	0.01%	355
2025 Q4	$927K	Sell	21,213 -5,153	-20%	-$225K	0.03%	199
2025 Q3	$1.15M	Sell	26,366 -9,195	-26%	-$389K	0.04%	169
2025 Q2	$1.47M	Sell	35,561 -2,453	-6%	-$96.4K	0.06%	112
2025 Q1	$1.47M	Buy	38,014 +1,633	+4%	+$65.6K	0.07%	100
2024 Q4	$1.46M	Buy	+36,381	New	+$1.47M	0.07%	103

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

Retirement Planning Group (Kansas)'s ACIO Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 6.5% in Q2 2026, selling an estimated $26.4K and leaving 8,294 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #380.

Retirement Planning Group (Kansas) first reported a position in ACIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q2 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Retirement Planning Group (Kansas) held 8,294 shares of Aptus Collared Investment Opportunity ETF worth $383K as of Q2 2026.
Retirement Planning Group (Kansas) sold 581 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $26.4K.
Aptus Collared Investment Opportunity ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #380 holding.
Retirement Planning Group (Kansas) first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (Kansas)'s Aptus Collared Investment Opportunity ETF position peaked at $1.47M in Q2 2025.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.