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Triad Wealth Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-425
Closed -$16K – 56
2024
Q2 		$16K Buy
+425
New +$15.4K 0.01% 389

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 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
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Triad Wealth Partners's ACIO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2024, closing a stake of 425 shares — an estimated $16K sold.

Triad Wealth Partners first reported a position in ACIO in Q2 2024 and held it in 1 quarter. The position peaked at $16K in Q2 2024. 84 funds tracked by Wall St. Rank hold ACIO as of Q3 2024.

  • Triad Wealth Partners reported no remaining Aptus Collared Investment Opportunity ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 425 Aptus Collared Investment Opportunity ETF shares in Q3 2024, an estimated $16K.
  • Triad Wealth Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Aptus Collared Investment Opportunity ETF position peaked at $16K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.