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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
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 $12.7B AUM 17.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $324B AUM 22.36% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

WealthShield Partners's ACIO Position: Q1 2026 in Review

WealthShield Partners increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.54% in Q1 2026, buying an estimated $5.94K and bringing the position to 25,524 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #175.

WealthShield Partners first reported a position in ACIO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q3 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • WealthShield Partners held 25,524 shares of Aptus Collared Investment Opportunity ETF worth $1.07M as of Q1 2026.
  • WealthShield Partners bought 137 Aptus Collared Investment Opportunity ETF shares in Q1 2026, an estimated $5.94K.
  • Aptus Collared Investment Opportunity ETF made up 0.12% of WealthShield Partners's portfolio in Q1 2026, its #175 holding.
  • WealthShield Partners first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2025 and has held it in 5 quarters since.
  • WealthShield Partners's Aptus Collared Investment Opportunity ETF position peaked at $1.13M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.