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Whittier Trust’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Whittier Trust’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 		$152K Hold
3,596
– – ﹤0.01% 642
2025
Q4 		$158K Buy
+3,596
New +$157K ﹤0.01% 646

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 $774M AUM 12.78% 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

Whittier Trust's ACIO Position: Q1 2026 in Review

Whittier Trust held its Aptus Collared Investment Opportunity ETF (ACIO) position steady in Q1 2026 at 3,596 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Whittier Trust first reported a position in ACIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $158K in Q4 2025. 133 funds tracked by Wall St. Rank hold ACIO as of Q1 2026.

  • Whittier Trust held 3,596 shares of Aptus Collared Investment Opportunity ETF worth $152K as of Q1 2026.
  • Whittier Trust left its Aptus Collared Investment Opportunity ETF share count unchanged in Q1 2026.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #642 holding.
  • Whittier Trust first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and has held it in 2 quarters since.
  • Whittier Trust's Aptus Collared Investment Opportunity ETF position peaked at $158K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.