XY Planning Network
ACIO icon

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
Q3 		$349K Buy
7,437
+12
+0.2% +$560 0.04% 295
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

KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Sunburst Financial Group
Sunburst Financial Group Vestavia Hills, Alabama $631M AUM 12.14% 1-Year Est. Return
Clarus Group
Clarus Group Houston, Texas $303M AUM 16.99% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
6SA
6th Street Advisors Daphne, Alabama $173M AUM
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Purewater Capital
Purewater Capital Fort Worth, Texas $128M AUM

XY Planning Network's ACIO Position: Q3 2026 in Review

XY Planning Network increased its Aptus Collared Investment Opportunity ETF (ACIO) stake by 0.16% in Q3 2026, buying an estimated $560 and bringing the position to 7,437 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #295.

XY Planning Network first reported a position in ACIO in Q1 2026 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold ACIO as of Q3 2026.

  • XY Planning Network held 7,437 shares of Aptus Collared Investment Opportunity ETF worth $349K as of Q3 2026.
  • XY Planning Network bought 12 Aptus Collared Investment Opportunity ETF shares in Q3 2026, an estimated $560.
  • Aptus Collared Investment Opportunity ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #295 holding.
  • XY Planning Network first reported a position in Aptus Collared Investment Opportunity ETF in Q1 2026 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Aptus Collared Investment Opportunity ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.