SAI
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Savvy Advisors Inc’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Savvy Advisors Inc’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 		$4.52M Sell
107,769
-109,440
-50% -$4.75M 0.12% 139
2025
Q4 		$9.49M Buy
+217,209
New +$9.5M 0.31% 62

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 $886M AUM 15.98% 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

Savvy Advisors Inc's ACIO Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 50% in Q1 2026, selling an estimated $4.75M and leaving 107,769 shares worth $4.52M. The position accounts for 0.12% of the portfolio, ranked #139.

Savvy Advisors Inc first reported a position in ACIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $9.49M in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Savvy Advisors Inc held 107,769 shares of Aptus Collared Investment Opportunity ETF worth $4.52M as of Q1 2026.
  • Savvy Advisors Inc sold 109,440 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $4.75M.
  • Aptus Collared Investment Opportunity ETF made up 0.12% of Savvy Advisors Inc's portfolio in Q1 2026, its #139 holding.
  • Savvy Advisors Inc first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and has held it in 2 quarters since.
  • Savvy Advisors Inc's Aptus Collared Investment Opportunity ETF position peaked at $9.49M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.