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Silver Grove Financial Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Silver Grove Financial Group’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 		$3.09K Buy
+67
New +$3.04K ﹤0.01% 1422

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Silver Grove Financial Group's ACIO Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 67 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings.

142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Silver Grove Financial Group held 67 shares of Aptus Collared Investment Opportunity ETF worth $3.09K as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new Silver Grove Financial Group position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1422 holding.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.