Wolverine Trading
ACIO icon

Wolverine Trading’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

Wolverine Trading’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
2023
Q4 		– Sell
-21,896
Closed -$666K – 4423
2023
Q3 		$666K Buy
+21,896
New +$684K ﹤0.01% 2486
2023
Q1 		– Sell
-22,413
Closed -$646K – 4126
2022
Q4 		$646K Buy
22,413
+10,074
+82% +$295K ﹤0.01% 2159
2022
Q3 		$349K Sell
12,339
-12,281
-50% -$366K ﹤0.01% 2997
2022
Q2 		$715K Buy
+24,620
New +$736K ﹤0.01% 2205
2022
Q1 		– Sell
-25,772
Closed -$844K – 5319
2021
Q4 		$844K Buy
+25,772
New +$815K ﹤0.01% 2819
2021
Q1 		– Sell
-22,235
Closed -$615K – 5776
2020
Q4 		$615K Buy
+22,235
New +$605K ﹤0.01% 2916
2020
Q3 		– Sell
-12,738
Closed -$318K – 4422
2020
Q2 		$318K Buy
+12,738
New +$309K ﹤0.01% 3268
2020
Q1 		– Sell
-16,216
Closed -$415K – 4524
2019
Q4 		$415K Buy
16,216
+3,252
+25% +$81.6K ﹤0.01% 3240
2019
Q3 		$320K Buy
+12,964
New +$321K ﹤0.01% 3096

Other funds holding ACIO

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return
BF
Brogan Financial Knoxville, Tennessee $227M AUM 11.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Wolverine Trading's ACIO Position: Q4 2023 in Review

Wolverine Trading sold out of Aptus Collared Investment Opportunity ETF (ACIO) in Q4 2023, closing a stake of 21,896 shares — an estimated $666K sold.

Wolverine Trading first reported a position in ACIO in Q3 2019 and held it in 9 quarters. The position peaked at $844K in Q4 2021. 52 funds tracked by Wall St. Rank hold ACIO as of Q4 2023.

  • Wolverine Trading reported no remaining Aptus Collared Investment Opportunity ETF position as of Q4 2023 after selling out during the quarter.
  • Wolverine Trading sold 21,896 Aptus Collared Investment Opportunity ETF shares in Q4 2023, an estimated $666K.
  • Wolverine Trading first reported a position in Aptus Collared Investment Opportunity ETF in Q3 2019 and held it in 9 quarters.
  • Wolverine Trading's Aptus Collared Investment Opportunity ETF position peaked at $844K in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q4 2023.

Based on Wolverine Trading's 13F filing for Q4 2023, filed 14 Feb 2024.