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Aptus Collared Investment Opportunity ETF
ACIO
ACIO
47.18
USD
+0.43
0.92%
At close
Updated
Sep 3, 4:00 PM EDT
Pre-market
After hours
1 day
0.92%
5 days
-0.21%
1 month
1.44%
3 months
0.86%
6 months
8.99%
Year to date
7.89%
1 year
11.27%
5 years
51.22%
10 years
87.82%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $71.7M | +$10.7M | +425,514 | +18% |
|
| 2 |
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $13.6M | +$13.4M | +532,879 | New |
|
| 3 |
3
Wolverine Trading
Chicago,
Illinois
| $415K | +$81.6K | +3,252 | +25% |
|
| 4 |
4
Bank of America
Charlotte,
North Carolina
| $23K | +$22.6K | +900 | New |
|
| 5 |
5
Wells Fargo
San Francisco,
California
| $15K | +$14.9K | +592 | New |
|
| 6 |
IA
6
IFP Advisors
Tampa,
Florida
| $3K | +$803 | +32 | +38% |
|
| 7 |
7
Jane Street
New York
| – | -$1.11M | -44,858 | Closed |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| – | -$5K | -217 | Closed |
|