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 Q2	$619	Hold	13	–	–	﹤0.01%	3168
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 $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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 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

Smartleaf Asset Management's ACIO Position: Q2 2026 in Review

Smartleaf Asset Management held its Aptus Collared Investment Opportunity ETF (ACIO) position steady in Q2 2026 at 13 shares worth $619. The position accounts for ﹤0.01% of the portfolio, ranked #3168.

Smartleaf Asset Management first reported a position in ACIO in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.8K in Q4 2023. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Smartleaf Asset Management held 13 shares of Aptus Collared Investment Opportunity ETF worth $619 as of Q2 2026.
Smartleaf Asset Management left its Aptus Collared Investment Opportunity ETF share count unchanged in Q2 2026.
Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3168 holding.
Smartleaf Asset Management first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Aptus Collared Investment Opportunity ETF position peaked at $15.8K in Q4 2023.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.