Wealth Enhancement Advisory Services
ACIO icon

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

Wealth Enhancement Advisory Services’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 		$225K Buy
+4,832
New +$220K ﹤0.01% 3479
2026
Q1 		– Sell
-5,526
Closed -$243K – 3571
2025
Q4 		$243K Buy
5,526
+1
+0% +$44 ﹤0.01% 3106
2025
Q3 		$241K Hold
5,525
– – ﹤0.01% 2971
2025
Q2 		$231K Buy
+5,525
New +$217K ﹤0.01% 2875

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 $20.5B AUM 24.45% 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

Wealth Enhancement Advisory Services's ACIO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Aptus Collared Investment Opportunity ETF (ACIO) in Q2 2026: 4,832 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #3479 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in ACIO as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in ACIO in Q2 2025 and has held it in 4 quarters since. The position peaked at $243K in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,832 shares of Aptus Collared Investment Opportunity ETF worth $225K as of Q2 2026.
  • Aptus Collared Investment Opportunity ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3479 holding.
  • Wealth Enhancement Advisory Services first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Advisory Services's Aptus Collared Investment Opportunity ETF position peaked at $243K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.