SFC
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Strategic Financial Concepts’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-15,080
Closed -$400 – 247
2024
Q2 		$400 Buy
+15,080
New +$546K ﹤0.01% 661

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Strategic Financial Concepts's ACIO Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2024, closing a stake of 15,080 shares — an estimated $400 sold.

Strategic Financial Concepts first reported a position in ACIO in Q2 2024 and held it in 1 quarter. The position peaked at $400 in Q2 2024. 84 funds tracked by Wall St. Rank hold ACIO as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 15,080 Aptus Collared Investment Opportunity ETF shares in Q3 2024, an estimated $400.
  • Strategic Financial Concepts first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Aptus Collared Investment Opportunity ETF position peaked at $400 in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.