UBS Group
ACIO icon

UBS Group’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

UBS Group’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 		$5.69M Buy
123,404
+10,357
+9% +$471K ﹤0.01% 4044
2026
Q1 		$4.74M Sell
113,047
-37,343
-25% -$1.62M ﹤0.01% 4132
2025
Q4 		$6.57M Buy
150,390
+1,340
+0.9% +$58.6K ﹤0.01% 3741
2025
Q3 		$6.47M Sell
149,050
-18,150
-11% -$767K ﹤0.01% 3772
2025
Q2 		$6.92M Sell
167,200
-19,253
-10% -$757K ﹤0.01% 3519
2025
Q1 		$7.21M Sell
186,453
-18,835
-9% -$757K ﹤0.01% 3401
2024
Q4 		$8.26M Buy
205,288
+76,523
+59% +$3.1M ﹤0.01% 3272
2024
Q3 		$5.12M Buy
128,765
+72,612
+129% +$2.8M ﹤0.01% 3044
2024
Q2 		$2.11M Sell
56,153
-2,631
-4% -$95.3K ﹤0.01% 3722
2024
Q1 		$2.12M Buy
58,784
+12,805
+28% +$442K ﹤0.01% 3892
2023
Q4 		$1.52M Buy
45,979
+19,624
+74% +$620K ﹤0.01% 4095
2023
Q3 		$802K Buy
26,355
+13,919
+112% +$435K ﹤0.01% 4276
2023
Q2 		$387K Sell
12,436
-10,473
-46% -$318K ﹤0.01% 5038
2023
Q1 		$692K Sell
22,909
-33,234
-59% -$983K ﹤0.01% 4438
2022
Q4 		$1.62M Buy
+56,143
New +$1.64M ﹤0.01% 3595
2022
Q3 		– Sell
-453
Closed -$13K – 10264
2022
Q2 		$13K Sell
453
-85
-16% -$2.54K ﹤0.01% 7485
2022
Q1 		$17K Sell
538
-488
-48% -$15.3K ﹤0.01% 7630
2021
Q4 		$33K Buy
+1,026
New +$32.5K ﹤0.01% 7291
2021
Q3 		– Sell
-1,513
Closed -$46K – 9459
2021
Q2 		$46K Buy
+1,513
New +$44.8K ﹤0.01% 6506
2019
Q4 		– Sell
-217
Closed -$5K – 8071
2019
Q3 		$5K Buy
+217
New +$5.37K ﹤0.01% 7460

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

UBS Group's ACIO Position: Q2 2026 in Review

UBS Group increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 9.2% in Q2 2026, buying an estimated $471K and bringing the position to 123,404 shares worth $5.69M. The position accounts for ﹤0.01% of the portfolio, ranked #4044.

UBS Group first reported a position in ACIO in Q3 2019 and has held it in 20 quarters since. The position peaked at $8.26M in Q4 2024. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • UBS Group held 123,404 shares of Aptus Collared Investment Opportunity ETF worth $5.69M as of Q2 2026.
  • UBS Group bought 10,357 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $471K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4044 holding.
  • UBS Group first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2019 and has held it in 20 quarters since.
  • UBS Group's Aptus Collared Investment Opportunity ETF position peaked at $8.26M in Q4 2024.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.