True Vision MN’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

True Vision MN’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	-55,929	Closed	-$2.44M	–	99
2025 Q4	$2.44M	Sell	55,929 -2,582	-4%	-$113K	1.24%	20
2025 Q3	$2.54M	Sell	58,511 -2,165	-4%	-$91.5K	1.32%	19
2025 Q2	$2.51M	Buy	60,676 +2,459	+4%	+$96.7K	1.39%	18
2025 Q1	$2.25M	Sell	58,217 -37	-0.1%	-$1.49K	1.35%	17
2024 Q4	$2.34M	Sell	58,254 -620	-1%	-$25.1K	1.39%	15
2024 Q3	$2.34M	Buy	58,874 +5,502	+10%	+$212K	1.4%	17
2024 Q2	$2.01M	Buy	+53,372	New	+$1.93M	1.3%	19

Other funds holding ACIO

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SLC

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

True Vision MN's ACIO Position: Q1 2026 in Review

True Vision MN sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026, closing a stake of 55,929 shares — an estimated $2.44M sold.

True Vision MN first reported a position in ACIO in Q2 2024 and held it in 7 quarters. The position peaked at $2.54M in Q3 2025. 134 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

True Vision MN reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2026 after selling out during the quarter.
True Vision MN sold 55,929 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $2.44M.
True Vision MN first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2024 and held it in 7 quarters.
True Vision MN's Aptus Collared Investment Opportunity ETF position peaked at $2.54M in Q3 2025.
134 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.