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

WealthShield 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	$261K	Sell	5,648 -19,876	-78%	-$903K	0.04%	201
2026 Q1	$1.07M	Buy	25,524 +137	+0.5%	+$5.94K	0.12%	175
2025 Q4	$1.11M	Sell	25,387 -678	-3%	-$29.7K	0.12%	167
2025 Q3	$1.13M	Hold	26,065	–	–	0.13%	166
2025 Q2	$1.08M	Buy	26,065 +2,360	+10%	+$92.8K	0.13%	168
2025 Q1	$917K	Buy	+23,705	New	+$953K	0.12%	174

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 $15.3B AUM 25.33% 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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return

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 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

WealthShield Partners's ACIO Position: Q2 2026 in Review

WealthShield Partners reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 78% in Q2 2026, selling an estimated $903K and leaving 5,648 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #201.

WealthShield Partners first reported a position in ACIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q3 2025. 143 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

WealthShield Partners held 5,648 shares of Aptus Collared Investment Opportunity ETF worth $261K as of Q2 2026.
WealthShield Partners sold 19,876 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $903K.
Aptus Collared Investment Opportunity ETF made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #201 holding.
WealthShield Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 6 quarters since.
WealthShield Partners's Aptus Collared Investment Opportunity ETF position peaked at $1.13M in Q3 2025.
143 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.