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Wealth Advisory Team’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Wealth Advisory Team’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 		$19.2M Buy
+416,378
New +$18.9M 15.62% 1
2025
Q4 		$15.7M Buy
+359,182
New +$15.7M 13.88% 1
2025
Q2 		$14.7M Buy
+356,175
New +$14M 13.79% 1

Other funds holding ACIO

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
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Advisory Team's ACIO Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 416,378 shares worth $19.2M. The stake represents 15.62% of the portfolio and ranks #1 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in ACIO as recently as Q4 2025.

Wealth Advisory Team first reported a position in ACIO in Q2 2025 and has held it in 3 quarters since. 88 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Wealth Advisory Team held 416,378 shares of Aptus Collared Investment Opportunity ETF worth $19.2M as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new Wealth Advisory Team position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up 15.62% of Wealth Advisory Team's portfolio in Q2 2026, its #1 holding.
  • Wealth Advisory Team first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 3 quarters since.
  • 88 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.