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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
Q3 		$54.6M Buy
1,163,061
+47,766
+4% +$2.23M 8.64% 3
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

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 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

Sunburst Financial Group's ACIO Position: Q3 2026 in Review

Sunburst Financial Group increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4.3% in Q3 2026, buying an estimated $2.23M and bringing the position to 1,163,061 shares worth $54.6M. The position accounts for 8.64% of the portfolio, ranked #3.

Sunburst Financial Group first reported a position in ACIO in Q1 2024 and has held it in 11 quarters since. 7 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • Sunburst Financial Group held 1,163,061 shares of Aptus Collared Investment Opportunity ETF worth $54.6M as of Q3 2026.
  • Sunburst Financial Group bought 47,766 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $2.23M.
  • Aptus Collared Investment Opportunity ETF made up 8.64% of Sunburst Financial Group's portfolio in Q3 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 11 quarters since.
  • 7 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.