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
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 $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

UBS Group's ACIO Position: Q1 2026 in Review

UBS Group reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 25% in Q1 2026, selling an estimated $1.62M and leaving 113,047 shares worth $4.74M. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

UBS Group first reported a position in ACIO in Q3 2019 and has held it in 19 quarters since. The position peaked at $8.26M in Q4 2024. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • UBS Group held 113,047 shares of Aptus Collared Investment Opportunity ETF worth $4.74M as of Q1 2026.
  • UBS Group sold 37,343 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $1.62M.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4132 holding.
  • UBS Group first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2019 and has held it in 19 quarters since.
  • UBS Group's Aptus Collared Investment Opportunity ETF position peaked at $8.26M in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.