Wealthcare Advisory Partners’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Wealthcare Advisory Partners’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	$5.25M	Sell	113,879 -28,705	-20%	-$1.3M	0.1%	174
2026 Q1	$5.98M	Sell	142,584 -8,917	-6%	-$387K	0.12%	157
2025 Q4	$6.62M	Sell	151,501 -2,516	-2%	-$110K	0.13%	141
2025 Q3	$6.69M	Sell	154,017 -122,879	-44%	-$5.2M	0.14%	134
2025 Q2	$11.5M	Buy	+276,896	New	+$10.9M	0.26%	77

Other funds holding ACIO

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

Wilian Securities Vadnais Heights, Minnesota $169M AUM

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

SHFP

Second Half Financial Partners Sebring, Florida $244M AUM 13.37% 1-Year Est. Return

Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Wealthcare Advisory Partners's ACIO Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 20% in Q2 2026, selling an estimated $1.3M and leaving 113,879 shares worth $5.25M. The position accounts for 0.1% of the portfolio, ranked #174.

Wealthcare Advisory Partners first reported a position in ACIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.5M in Q2 2025. 19 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

Wealthcare Advisory Partners held 113,879 shares of Aptus Collared Investment Opportunity ETF worth $5.25M as of Q2 2026.
Wealthcare Advisory Partners sold 28,705 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $1.3M.
Aptus Collared Investment Opportunity ETF made up 0.1% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #174 holding.
Wealthcare Advisory Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 5 quarters since.
Wealthcare Advisory Partners's Aptus Collared Investment Opportunity ETF position peaked at $11.5M in Q2 2025.
19 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.