Valmark Advisers’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Valmark Advisers’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	$1.04M	Buy	+22,088	New	+$1.03M	0.01%	367

Other funds holding ACIO

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return

Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

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 Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers's ACIO Position: Q3 2026 in Review

Valmark Advisers opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q3 2026: 22,088 shares worth $1.04M. The stake represents 0.01% of the portfolio and ranks #367 among its holdings.

78 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Valmark Advisers held 22,088 shares of Aptus Collared Investment Opportunity ETF worth $1.04M as of Q3 2026.
Aptus Collared Investment Opportunity ETF was a new Valmark Advisers position in Q3 2026.
Aptus Collared Investment Opportunity ETF made up 0.01% of Valmark Advisers's portfolio in Q3 2026, its #367 holding.
78 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.