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 Q3	$3.98M	Sell	84,872 -29,007	-25%	-$1.35M	0.07%	239
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

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

Wealthcare Advisory Partners's ACIO Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 25% in Q3 2026, selling an estimated $1.35M and leaving 84,872 shares worth $3.98M. The position accounts for 0.07% of the portfolio, ranked #239.

Wealthcare Advisory Partners first reported a position in ACIO in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.5M in Q2 2025. 39 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

Wealthcare Advisory Partners held 84,872 shares of Aptus Collared Investment Opportunity ETF worth $3.98M as of Q3 2026.
Wealthcare Advisory Partners sold 29,007 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $1.35M.
Aptus Collared Investment Opportunity ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #239 holding.
Wealthcare Advisory Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q2 2025 and has held it in 6 quarters since.
Wealthcare Advisory Partners's Aptus Collared Investment Opportunity ETF position peaked at $11.5M in Q2 2025.
39 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.