Second Half Financial Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Second Half Financial Partners’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	$3.66M	Sell	79,291 -3,066	-4%	-$139K	1.5%	11
2026 Q1	$3.46M	Buy	82,357 +6,432	+8%	+$279K	1.56%	9
2025 Q4	$3.32M	Buy	75,925 +726	+1%	+$31.8K	1.47%	9
2025 Q3	$3.27M	Sell	75,199 -3,536	-4%	-$150K	1.44%	10
2025 Q2	$3.26M	Buy	78,735 +2,036	+3%	+$80.1K	1.54%	9
2025 Q1	$2.97M	Sell	76,699 -369	-0.5%	-$14.8K	1.47%	9
2024 Q4	$3.1M	Sell	77,068 -557	-0.7%	-$22.6K	1.52%	15
2024 Q3	$3.08M	Buy	+77,625	New	+$2.99M	1.64%	19

Other funds holding ACIO

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Second Half Financial Partners's ACIO Position: Q2 2026 in Review

Second Half Financial Partners reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 3.7% in Q2 2026, selling an estimated $139K and leaving 79,291 shares worth $3.66M. The position accounts for 1.5% of the portfolio, ranked #11.

Second Half Financial Partners first reported a position in ACIO in Q3 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Second Half Financial Partners held 79,291 shares of Aptus Collared Investment Opportunity ETF worth $3.66M as of Q2 2026.
Second Half Financial Partners sold 3,066 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $139K.
Aptus Collared Investment Opportunity ETF made up 1.5% of Second Half Financial Partners's portfolio in Q2 2026, its #11 holding.
Second Half Financial Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and has held it in 8 quarters since.
19 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.