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

United Advisor 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	$17.5M	Buy	379,043 +14,540	+4%	+$661K	1.85%	4
2026 Q1	$15.3M	Buy	364,503 +21,830	+6%	+$947K	1.89%	5
2025 Q4	$15M	Buy	342,673 +4,578	+1%	+$200K	1.87%	7
2025 Q3	$14.7M	Buy	338,095 +31,620	+10%	+$1.34M	1.98%	7
2025 Q2	$12.7M	Buy	306,475 +17,548	+6%	+$690K	2.19%	5
2025 Q1	$11.2M	Buy	288,927 +18,174	+7%	+$731K	2.29%	5
2024 Q4	$10.9M	Buy	270,753 +37,485	+16%	+$1.52M	2.16%	6
2024 Q3	$9.27M	Buy	233,268 +35,698	+18%	+$1.38M	2.09%	6
2024 Q2	$7.43M	Buy	197,570 +63,304	+47%	+$2.29M	2.31%	7
2024 Q1	$4.84M	Buy	+134,266	New	+$4.64M	1.82%	13

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

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

United Advisor Group's ACIO Position: Q2 2026 in Review

United Advisor Group increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 4% in Q2 2026, buying an estimated $661K and bringing the position to 379,043 shares worth $17.5M. The position accounts for 1.85% of the portfolio, ranked #4.

United Advisor Group first reported a position in ACIO in Q1 2024 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

United Advisor Group held 379,043 shares of Aptus Collared Investment Opportunity ETF worth $17.5M as of Q2 2026.
United Advisor Group bought 14,540 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $661K.
Aptus Collared Investment Opportunity ETF made up 1.85% of United Advisor Group's portfolio in Q2 2026, its #4 holding.
United Advisor Group first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2024 and has held it in 10 quarters since.
142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.