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
2026
Q2 		$216K Buy
+4,692
New +$213K ﹤0.01% 2744
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 $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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

Truist Financial's ACIO Position: Q2 2026 in Review

Truist Financial opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 4,692 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #2744 among its holdings. This is a return to the name: Truist Financial previously reported a position in ACIO as recently as Q4 2020.

Truist Financial first reported a position in ACIO in Q4 2020 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Truist Financial held 4,692 shares of Aptus Collared Investment Opportunity ETF worth $216K as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new Truist Financial position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2744 holding.
  • Truist Financial first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2020 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.