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 Q3	$2.66M	Sell	56,742 -79	-0.1%	-$3.69K	1.06%	19
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

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

Purewater Capital Fort Worth, Texas $128M AUM

Visionary Horizons's ACIO Position: Q3 2026 in Review

Visionary Horizons reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.14% in Q3 2026, selling an estimated $3.69K and leaving 56,742 shares worth $2.66M. The position accounts for 1.06% of the portfolio, ranked #19.

Visionary Horizons first reported a position in ACIO in Q3 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Visionary Horizons held 56,742 shares of Aptus Collared Investment Opportunity ETF worth $2.66M as of Q3 2026.
Visionary Horizons sold 79 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $3.69K.
Aptus Collared Investment Opportunity ETF made up 1.06% of Visionary Horizons's portfolio in Q3 2026, its #19 holding.
Visionary Horizons first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2025 and has held it in 5 quarters since.
56 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.