Sigma Planning Corp’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Sigma Planning Corp’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
2023 Q2	–	Sell	-31,729	Closed	-$958K	–	1204
2023 Q1	$958K	Buy	31,729 +23	+0.1%	+$680	0.03%	529
2022 Q4	$914K	Buy	31,706 +9,686	+44%	+$284K	0.03%	518
2022 Q3	$619K	Sell	22,020 -6,752	-23%	-$201K	0.02%	646
2022 Q2	$830K	Buy	28,772 +7,081	+33%	+$212K	0.03%	543
2022 Q1	$683K	Buy	+21,691	New	+$678K	0.02%	703

Other funds holding ACIO

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

SWM

Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

DAM

Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return

Sigma Planning Corp's ACIO Position: Q2 2023 in Review

Sigma Planning Corp sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2023, closing a stake of 31,729 shares — an estimated $958K sold.

Sigma Planning Corp first reported a position in ACIO in Q1 2022 and held it in 5 quarters. The position peaked at $958K in Q1 2023. 44 funds tracked by Wall St. Rank hold ACIO as of Q2 2023.

Sigma Planning Corp reported no remaining Aptus Collared Investment Opportunity ETF position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 31,729 Aptus Collared Investment Opportunity ETF shares in Q2 2023, an estimated $958K.
Sigma Planning Corp first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2022 and held it in 5 quarters.
Sigma Planning Corp's Aptus Collared Investment Opportunity ETF position peaked at $958K in Q1 2023.
44 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.