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Sunburst Financial Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Sunburst 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
Q2 		$51.5M Buy
1,115,295
+46,043
+4% +$2.09M 8.34% 3
2026
Q1 		$44.9M Buy
1,069,252
+24,455
+2% +$1.06M 8.26% 3
2025
Q4 		$45.7M Buy
1,044,797
+48,974
+5% +$2.14M 9.24% 3
2025
Q3 		$43.2M Buy
995,823
+90,429
+10% +$3.82M 9.11% 3
2025
Q2 		$37.5M Buy
905,394
+45,513
+5% +$1.79M 8.4% 3
2025
Q1 		$33.3M Buy
859,881
+87,379
+11% +$3.51M 8.17% 4
2024
Q4 		$31.1M Buy
772,502
+94,331
+14% +$3.82M 7.69% 4
2024
Q3 		$27M Buy
678,171
+139,339
+26% +$5.37M 6.83% 5
2024
Q2 		$20.3M Buy
538,832
+247,621
+85% +$8.97M 5.5% 6
2024
Q1 		$10.5M Buy
+291,211
New +$10.1M 2.96% 7

Other funds holding ACIO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
PC
Purewater Capital Fort Worth, Texas $139M AUM
WAT
Wealth Advisory Team Bellevue, Kentucky $123M AUM
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Sunburst Financial Group's ACIO Position: Q2 2026 in Review

Sunburst Financial Group increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4.3% in Q2 2026, buying an estimated $2.09M and bringing the position to 1,115,295 shares worth $51.5M. The position accounts for 8.34% of the portfolio, ranked #3.

Sunburst Financial Group first reported a position in ACIO in Q1 2024 and has held it in 10 quarters since. 66 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Sunburst Financial Group held 1,115,295 shares of Aptus Collared Investment Opportunity ETF worth $51.5M as of Q2 2026.
  • Sunburst Financial Group bought 46,043 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $2.09M.
  • Aptus Collared Investment Opportunity ETF made up 8.34% of Sunburst Financial Group's portfolio in Q2 2026, its #3 holding.
  • Sunburst Financial Group first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and has held it in 10 quarters since.
  • 66 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.