SCFS
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S.C. Financial Services’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

S.C. Financial Services’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
2022
Q4 		– Sell
-19,161
Closed -$538K – 119
2022
Q3 		$538K Sell
19,161
-2,189
-10% -$65.3K 0.85% 36
2022
Q2 		$616K Sell
21,350
-3,947
-16% -$118K 0.95% 29
2022
Q1 		$796K Sell
25,297
-879
-3% -$27.5K 1.02% 24
2021
Q4 		$836K Buy
+26,176
New +$828K 0.96% 27

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
DAM
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
MFG
Menard Financial Group Houston, Texas $143M AUM 27.87% 1-Year Est. Return
LC
Legacy CG Plano, Texas $360M AUM 17.55% 1-Year Est. Return

S.C. Financial Services's ACIO Position: Q4 2022 in Review

S.C. Financial Services sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2022, closing a stake of 19,161 shares — an estimated $538K sold.

S.C. Financial Services first reported a position in ACIO in Q4 2021 and held it in 4 quarters. The position peaked at $836K in Q4 2021. 36 funds tracked by Wall St. Rank hold ACIO as of Q4 2022.

  • S.C. Financial Services reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2022 after selling out during the quarter.
  • S.C. Financial Services sold 19,161 Aptus Collared Investment Opportunity ETF shares in Q4 2022, an estimated $538K.
  • S.C. Financial Services first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2021 and held it in 4 quarters.
  • S.C. Financial Services's Aptus Collared Investment Opportunity ETF position peaked at $836K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.