Thrivent Financial for Lutherans
ACIO icon

Thrivent Financial for Lutherans’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Thrivent Financial for Lutherans’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 		– Sell
-11,811
Closed -$516K – 2523
2025
Q4 		$516K Buy
+11,811
New +$517K ﹤0.01% 2245
2025
Q3 		– Sell
-121,133
Closed -$5.01M – 2364
2025
Q2 		$5.01M Buy
+121,133
New +$4.76M 0.01% 831
2025
Q1 		– Sell
-239,974
Closed -$9.66M – 2355
2024
Q4 		$9.66M Sell
239,974
-10,574
-4% -$428K 0.02% 669
2024
Q3 		$9.96M Buy
+250,548
New +$9.66M 0.02% 679

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

Thrivent Financial for Lutherans's ACIO Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026, closing a stake of 11,811 shares — an estimated $516K sold.

Thrivent Financial for Lutherans first reported a position in ACIO in Q3 2024 and held it in 4 quarters. The position peaked at $9.96M in Q3 2024. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Thrivent Financial for Lutherans reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2026 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 11,811 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $516K.
  • Thrivent Financial for Lutherans first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2024 and held it in 4 quarters.
  • Thrivent Financial for Lutherans's Aptus Collared Investment Opportunity ETF position peaked at $9.96M in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.