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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
Q2 		$67.1K Sell
1,443
-2,153
-60% -$97.9K ﹤0.01% 826
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 $14.6B AUM 22.78% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $250M AUM 14.47% 1-Year Est. Return
Envestnet Asset Management
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
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

Whittier Trust's ACIO Position: Q2 2026 in Review

Whittier Trust reduced its Aptus Collared Investment Opportunity ETF (ACIO) stake by 60% in Q2 2026, selling an estimated $97.9K and leaving 1,443 shares worth $67.1K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Whittier Trust first reported a position in ACIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $158K in Q4 2025. 142 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • Whittier Trust held 1,443 shares of Aptus Collared Investment Opportunity ETF worth $67.1K as of Q2 2026.
  • Whittier Trust sold 2,153 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $97.9K.
  • Aptus Collared Investment Opportunity ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #826 holding.
  • Whittier Trust first reported a position in Aptus Collared Investment Opportunity ETF in Q4 2025 and has held it in 3 quarters since.
  • Whittier Trust's Aptus Collared Investment Opportunity ETF position peaked at $158K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.