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Signal Advisors Wealth’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Signal Advisors Wealth’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 		$67M Buy
1,453,023
+251,452
+21% +$11.4M 3.39% 3
2026
Q1 		$50.4M Buy
1,201,571
+77,332
+7% +$3.35M 3.46% 3
2025
Q4 		$49.1M Buy
1,124,239
+63,235
+6% +$2.77M 3.91% 2
2025
Q3 		$46.1M Buy
1,061,004
+304,057
+40% +$12.9M 4.18% 2
2025
Q2 		$31.3M Buy
756,947
+221,927
+41% +$8.73M 2.45% 3
2025
Q1 		$20.7M Buy
535,020
+189,174
+55% +$7.6M 2.02% 8
2024
Q4 		$13.9M Buy
345,846
+198,209
+134% +$8.03M 1.57% 9
2024
Q3 		$5.87M Buy
147,637
+140,576
+1,991% +$5.42M 0.84% 25
2024
Q2 		$266K Sell
7,061
-15,265
-68% -$553K 0.58% 51
2024
Q1 		$804K Buy
+22,326
New +$771K 0.2% 113

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $369B AUM 28.27% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Signal Advisors Wealth's ACIO Position: Q2 2026 in Review

Signal Advisors Wealth increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 21% in Q2 2026, buying an estimated $11.4M and bringing the position to 1,453,023 shares worth $67M. The position accounts for 3.39% of the portfolio, ranked #3.

Signal Advisors Wealth first reported a position in ACIO in Q1 2024 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Signal Advisors Wealth held 1,453,023 shares of Aptus Collared Investment Opportunity ETF worth $67M as of Q2 2026.
  • Signal Advisors Wealth bought 251,452 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $11.4M.
  • Aptus Collared Investment Opportunity ETF made up 3.39% of Signal Advisors Wealth's portfolio in Q2 2026, its #3 holding.
  • Signal Advisors Wealth first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and has held it in 10 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.