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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
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 $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 $774M AUM 12.78% 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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Signal Advisors Wealth's ACIO Position: Q1 2026 in Review

Signal Advisors Wealth increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 6.9% in Q1 2026, buying an estimated $3.35M and bringing the position to 1,201,571 shares worth $50.4M. The position accounts for 3.46% of the portfolio, ranked #3.

Signal Advisors Wealth first reported a position in ACIO in Q1 2024 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Signal Advisors Wealth held 1,201,571 shares of Aptus Collared Investment Opportunity ETF worth $50.4M as of Q1 2026.
  • Signal Advisors Wealth bought 77,332 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $3.35M.
  • Aptus Collared Investment Opportunity ETF made up 3.46% of Signal Advisors Wealth's portfolio in Q1 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 9 quarters since.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.