S.C. Financial Services
ACIO icon

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

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Sugarloaf Wealth Management
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Derbend Asset Management
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
Menard Financial Group
Menard Financial Group Houston, Texas $184M AUM 37.51% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $391M AUM 22.7% 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.