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Uniting Wealth Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Uniting Wealth Partners’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 		$12.9M Sell
280,213
-49,172
-15% -$2.24M 2.63% 5
2026
Q1 		$13.8M Buy
+329,385
New +$14.3M 2.94% 3
2025
Q4 		– Sell
-722,649
Closed -$31.4M – 154
2025
Q3 		$31.4M Buy
722,649
+306,726
+74% +$13M 7.41% 2
2025
Q2 		$17.2M Buy
415,923
+248,052
+148% +$9.75M 6.66% 2
2025
Q1 		$6.49M Buy
+167,871
New +$6.75M 3.25% 3

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

Uniting Wealth Partners's ACIO Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 15% in Q2 2026, selling an estimated $2.24M and leaving 280,213 shares worth $12.9M. The position accounts for 2.63% of the portfolio, ranked #5.

Uniting Wealth Partners first reported a position in ACIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $31.4M in Q3 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Uniting Wealth Partners held 280,213 shares of Aptus Collared Investment Opportunity ETF worth $12.9M as of Q2 2026.
  • Uniting Wealth Partners sold 49,172 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $2.24M.
  • Aptus Collared Investment Opportunity ETF made up 2.63% of Uniting Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • Uniting Wealth Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 5 quarters since.
  • Uniting Wealth Partners's Aptus Collared Investment Opportunity ETF position peaked at $31.4M in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.