VH
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Visionary Horizons’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Visionary Horizons’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 		$2.62M Buy
56,821
+11,958
+27% +$544K 1.1% 15
2026
Q1 		$1.88M Buy
44,863
+5,659
+14% +$245K 0.93% 19
2025
Q4 		$1.71M Buy
39,204
+23,627
+152% +$1.03M 0.89% 16
2025
Q3 		$677K Buy
+15,577
New +$659K 0.38% 54

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 $15.3B AUM 25.33% 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

Visionary Horizons's ACIO Position: Q2 2026 in Review

Visionary Horizons increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 27% in Q2 2026, buying an estimated $544K and bringing the position to 56,821 shares worth $2.62M. The position accounts for 1.1% of the portfolio, ranked #15.

Visionary Horizons first reported a position in ACIO in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Visionary Horizons held 56,821 shares of Aptus Collared Investment Opportunity ETF worth $2.62M as of Q2 2026.
  • Visionary Horizons bought 11,958 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $544K.
  • Aptus Collared Investment Opportunity ETF made up 1.1% of Visionary Horizons's portfolio in Q2 2026, its #15 holding.
  • Visionary Horizons first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.