Truist Financial
ACIO icon

Truist Financial’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Truist Financial’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
2021
Q1 		– Sell
-7,552
Closed -$210K – 2618
2020
Q4 		$210K Buy
+7,552
New +$205K ﹤0.01% 2360

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $301M AUM 21.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Truist Financial's ACIO Position: Q1 2021 in Review

Truist Financial sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2021, closing a stake of 7,552 shares — an estimated $210K sold.

Truist Financial first reported a position in ACIO in Q4 2020 and held it in 1 quarter. The position peaked at $210K in Q4 2020. 9 funds tracked by Wall St. Rank hold ACIO as of Q1 2021.

  • Truist Financial reported no remaining Aptus Collared Investment Opportunity ETF position as of Q1 2021 after selling out during the quarter.
  • Truist Financial sold 7,552 Aptus Collared Investment Opportunity ETF shares in Q1 2021, an estimated $210K.
  • Truist Financial first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2020 and held it in 1 quarter.
  • Truist Financial's Aptus Collared Investment Opportunity ETF position peaked at $210K in Q4 2020.
  • 9 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2021.

Based on Truist Financial's 13F filing for Q1 2021, filed 17 May 2021.