Silver Grove Financial Group
ACIO icon

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
Q3 		– Sell
-67
Closed -$3.09K – 2612
2026
Q2 		$3.09K Buy
+67
New +$3.04K ﹤0.01% 1422

Other funds holding ACIO

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return
Brogan Financial
Brogan Financial Knoxville, Tennessee $274M AUM 8.82% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Second Line Capital
Second Line Capital Metairie, Louisiana $574M AUM 8.36% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Silver Grove Financial Group's ACIO Position: Q3 2026 in Review

Silver Grove Financial Group sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2026, closing a stake of 67 shares — an estimated $3.09K sold.

Silver Grove Financial Group first reported a position in ACIO in Q2 2026 and held it in 1 quarter. The position peaked at $3.09K in Q2 2026. 121 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • Silver Grove Financial Group reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2026 after selling out during the quarter.
  • Silver Grove Financial Group sold 67 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $3.09K.
  • Silver Grove Financial Group first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2026 and held it in 1 quarter.
  • Silver Grove Financial Group's Aptus Collared Investment Opportunity ETF position peaked at $3.09K in Q2 2026.
  • 121 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Silver Grove Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.