SRS
ACIO icon

Strong Retirement Solutions’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Strong Retirement Solutions’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 		$13M Sell
277,875
-12,690
-4% -$593K 7.33% 1
2026
Q2 		$13.4M Buy
290,565
+12,307
+4% +$559K 8.04% 1
2026
Q1 		$11.7M Sell
278,258
-42,681
-13% -$1.85M 8.18% 1
2025
Q4 		$14M Buy
+320,939
New +$14M 9.45% 1

Other funds holding ACIO

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Strong Retirement Solutions's ACIO Position: Q3 2026 in Review

Strong Retirement Solutions reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4.4% in Q3 2026, selling an estimated $593K and leaving 277,875 shares worth $13M. The position accounts for 7.33% of the portfolio, ranked #1.

Strong Retirement Solutions first reported a position in ACIO in Q4 2025 and has held it in 4 quarters since. The position peaked at $14M in Q4 2025. 7 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • Strong Retirement Solutions held 277,875 shares of Aptus Collared Investment Opportunity ETF worth $13M as of Q3 2026.
  • Strong Retirement Solutions sold 12,690 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $593K.
  • Aptus Collared Investment Opportunity ETF made up 7.33% of Strong Retirement Solutions's portfolio in Q3 2026, its #1 holding.
  • Strong Retirement Solutions first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and has held it in 4 quarters since.
  • Strong Retirement Solutions's Aptus Collared Investment Opportunity ETF position peaked at $14M in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.