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Sunpointe’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Sunpointe’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
Q1 		$7.32M Buy
174,551
+6,558
+4% +$284K 2.4% 4
2025
Q4 		$7.34M Buy
167,993
+15,002
+10% +$656K 2.43% 6
2025
Q3 		$6.64M Buy
152,991
+13,728
+10% +$580K 2.4% 6
2025
Q2 		$5.77M Buy
139,263
+8,764
+7% +$345K 2.29% 8
2025
Q1 		$5.05M Buy
130,499
+6,904
+6% +$278K 2.69% 8
2024
Q4 		$4.97M Buy
123,595
+35,864
+41% +$1.45M 2.5% 10
2024
Q3 		$3.49M Buy
87,731
+21,736
+33% +$838K 2.87% 7
2024
Q2 		$2.48M Buy
+65,995
New +$2.39M 1.62% 13

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
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Sunpointe's ACIO Position: Q1 2026 in Review

Sunpointe increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 3.9% in Q1 2026, buying an estimated $284K and bringing the position to 174,551 shares worth $7.32M. The position accounts for 2.4% of the portfolio, ranked #4.

Sunpointe first reported a position in ACIO in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.34M in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Sunpointe held 174,551 shares of Aptus Collared Investment Opportunity ETF worth $7.32M as of Q1 2026.
  • Sunpointe bought 6,558 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $284K.
  • Aptus Collared Investment Opportunity ETF made up 2.4% of Sunpointe's portfolio in Q1 2026, its #4 holding.
  • Sunpointe first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2024 and has held it in 8 quarters since.
  • Sunpointe's Aptus Collared Investment Opportunity ETF position peaked at $7.34M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.