Smartleaf Asset Management’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Smartleaf Asset Management’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	$556	Sell	13 -14	-52%	-$607	﹤0.01%	3208
2025 Q4	$1.19K	Hold	27	–	–	﹤0.01%	3128
2025 Q3	$1.17K	Hold	27	–	–	﹤0.01%	2719
2025 Q2	$1.11K	Hold	27	–	–	﹤0.01%	2459
2025 Q1	$1.04K	Hold	27	–	–	﹤0.01%	2590
2024 Q4	$1.09K	Hold	27	–	–	﹤0.01%	2663
2024 Q3	$1.07K	Hold	27	–	–	﹤0.01%	2639
2024 Q2	$1.02K	Hold	27	–	–	﹤0.01%	2418
2024 Q1	$971	Sell	27 -448	-94%	-$15.5K	﹤0.01%	1627
2023 Q4	$15.8K	Buy	+475	New	+$15K	﹤0.01%	705

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 Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return

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 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

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Smartleaf Asset Management's ACIO Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 52% in Q1 2026, selling an estimated $607 and leaving 13 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Smartleaf Asset Management first reported a position in ACIO in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.8K in Q4 2023. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

Smartleaf Asset Management held 13 shares of Aptus Collared Investment Opportunity ETF worth $556 as of Q1 2026.
Smartleaf Asset Management sold 14 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $607.
Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3208 holding.
Smartleaf Asset Management first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Aptus Collared Investment Opportunity ETF position peaked at $15.8K in Q4 2023.
133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.