Valeo Financial Advisors
ACIO icon

Valeo Financial Advisors’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Valeo Financial Advisors’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
Q3 		$532K Sell
11,345
-48
-0.4% -$2.24K 0.01% 444
2026
Q2 		$526K Buy
+11,393
New +$518K 0.01% 433

Other funds holding ACIO

KFG Wealth Management
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Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valeo Financial Advisors's ACIO Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.42% in Q3 2026, selling an estimated $2.24K and leaving 11,345 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #444.

Valeo Financial Advisors first reported a position in ACIO in Q2 2026 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • Valeo Financial Advisors held 11,345 shares of Aptus Collared Investment Opportunity ETF worth $532K as of Q3 2026.
  • Valeo Financial Advisors sold 48 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $2.24K.
  • Aptus Collared Investment Opportunity ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #444 holding.
  • Valeo Financial Advisors first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2026 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.