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 Q3	$497K	Buy	10,480 +5,648	+117%	+$264K	﹤0.01%	2822
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

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

Gerber LLC Columbus, Ohio $220M AUM 16.73% 1-Year Est. Return

Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return

Wealth Enhancement Advisory Services's ACIO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 117% in Q3 2026, buying an estimated $264K and bringing the position to 10,480 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

Wealth Enhancement Advisory Services first reported a position in ACIO in Q2 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Wealth Enhancement Advisory Services held 10,480 shares of Aptus Collared Investment Opportunity ETF worth $497K as of Q3 2026.
Wealth Enhancement Advisory Services bought 5,648 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $264K.
Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2822 holding.
Wealth Enhancement Advisory Services first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 5 quarters since.
39 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.