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Signature Estate & Investment Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Signature Estate & Investment Advisors’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 		$415K Buy
8,994
+346
+4% +$15.7K 0.01% 475
2026
Q1 		$363K Buy
8,648
+228
+3% +$9.89K 0.01% 494
2025
Q4 		$368K Buy
8,420
+1,562
+23% +$68.3K 0.01% 459
2025
Q3 		$298K Buy
6,858
+4
+0.1% +$169 0.01% 491
2025
Q2 		$284K Buy
6,854
+278
+4% +$10.9K 0.01% 477
2025
Q1 		$254K Buy
+6,576
New +$264K 0.01% 475

Other funds holding ACIO

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
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
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Estate & Investment Advisors's ACIO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4% in Q2 2026, buying an estimated $15.7K and bringing the position to 8,994 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #475.

Signature Estate & Investment Advisors first reported a position in ACIO in Q1 2025 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Signature Estate & Investment Advisors held 8,994 shares of Aptus Collared Investment Opportunity ETF worth $415K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 346 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $15.7K.
  • Aptus Collared Investment Opportunity ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #475 holding.
  • Signature Estate & Investment Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 6 quarters since.
  • 85 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.