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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
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 $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

Uniting Wealth Partners's ACIO Position: Q1 2026 in Review

Uniting Wealth Partners opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q1 2026: 329,385 shares worth $13.8M. The stake represents 2.94% of the portfolio and ranks #3 among its holdings. This is a return to the name: Uniting Wealth Partners previously reported a position in ACIO as recently as Q3 2025.

Uniting Wealth Partners first reported a position in ACIO in Q1 2025 and has held it in 4 quarters since. The position peaked at $31.4M in Q3 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Uniting Wealth Partners held 329,385 shares of Aptus Collared Investment Opportunity ETF worth $13.8M as of Q1 2026.
  • Aptus Collared Investment Opportunity ETF was a new Uniting Wealth Partners position in Q1 2026.
  • Aptus Collared Investment Opportunity ETF made up 2.94% of Uniting Wealth Partners's portfolio in Q1 2026, its #3 holding.
  • Uniting Wealth Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 4 quarters since.
  • Uniting Wealth Partners's Aptus Collared Investment Opportunity ETF position peaked at $31.4M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.