XPN
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XY Planning Network’s Aptus Collared Investment Opportunity ETF ACIO Stock Holding History

XY Planning Network’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 		$343K Buy
7,425
+257
+4% +$11.7K 0.04% 272
2026
Q1 		$302K Buy
+7,168
New +$311K 0.05% 234

Other funds holding ACIO

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SFG
Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $174M AUM
WAT
Wealth Advisory Team Bellevue, Kentucky $123M AUM
SRS
Strong Retirement Solutions Silverdale, Washington $167M AUM
MWM
MBE Wealth Management Tomah, Wisconsin $284M AUM 22.67% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
LRWM
Lord & Richards Wealth Management Highlands Ranch, Colorado $128M AUM 13.67% 1-Year Est. Return

XY Planning Network's ACIO Position: Q2 2026 in Review

XY Planning Network increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 3.6% in Q2 2026, buying an estimated $11.7K and bringing the position to 7,425 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #272.

XY Planning Network first reported a position in ACIO in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold ACIO as of Q2 2026.

  • XY Planning Network held 7,425 shares of Aptus Collared Investment Opportunity ETF worth $343K as of Q2 2026.
  • XY Planning Network bought 257 Aptus Collared Investment Opportunity ETF shares in Q2 2026, an estimated $11.7K.
  • Aptus Collared Investment Opportunity ETF made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #272 holding.
  • XY Planning Network first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.