Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership $40.71 +0.78 (+1.95%) Closing price 02/21/2025 03:59 PM EasternExtended Trading$40.70 -0.01 (-0.02%) As of 02/21/2025 04:05 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Aptus Collared Investment Opportunity ETF (BATS:ACIO)Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$113.97MNumber ofInstitutional Sellers(last 12 months)4TotalInstitutional Outflows(last 12 months)$236.67K Get ACIO Insider Trade Alerts Want to know when executives and insiders are buying or selling Aptus Collared Investment Opportunity ETF stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data ACIO Institutional Buying and Selling by Quarter Aptus Collared Investment Opportunity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/14/2025 Integrated Wealth Concepts LLC5,284,684$212.66M2.5%+22.4%21.676% 2/13/2025 Waterloo Capital L.P.611,906$24.62M2.6%+3.0%2.510% 2/12/2025 JPMorgan Chase & Co.3,593$145K0.0%-30.6%0.015% 2/10/2025 Parallel Advisors LLC8,940$360K0.0%+17.6%0.037% 2/10/2025 Farther Finance Advisors LLC15,487$623K0.0%-4.0%0.064% 2/5/2025 Maripau Wealth Management LLC149,000$6.00M3.6%+89.0%0.611% 2/5/2025 Magnolia Private Wealth LLC15,196$611K0.3%N/A0.062% 1/17/2025 Park Place Capital Corp685,536$27.59M7.7%+27.9%2.812% 1/10/2025 Sugarloaf Wealth Management LLC1,117,167$44.96M7.7%+2.0%4.582% 1/10/2025 ORG Partners LLC699,439$28.15M3.8%+1.9%2.869% Get the Latest News and Ratings for ACIO and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Aptus Collared Investment Opportunity ETF and its competitors with MarketBeat's FREE daily newsletter. 12/26/2024 JPMorgan Chase & Co.5,175$206K0.0%+87.7%0.021% 11/14/2024 Captrust Financial Advisors26,552$1.06M0.0%-11.1%0.109% 11/8/2024 Avior Wealth Management LLC2,741$109K0.0%-12.3%0.011% 11/7/2024 MAI Capital Management732,686$29.12M0.3%+27.6%3.005% 10/30/2024United Advisor Group LLC233,268$9.27M2.1%+18.1%0.957% 10/29/2024 Farther Finance Advisors LLC16,131$641K0.0%+52.4%0.066% 10/22/2024 Maripau Wealth Management LLC78,821$3.13M2.7%+87.5%0.323% 10/11/2024 ORG Partners LLC686,480$27.28M4.4%+9.5%2.816% 10/8/2024 Sugarloaf Wealth Management LLC1,094,863$43.51M8.2%+3.8%4.491% 10/8/2024 Park Place Capital Corp536,190$21.31M6.1%+23.3%2.199% 8/12/2024 Waterloo Capital L.P.569,718$21.44M2.6%+0.2%2.337% 7/31/2024 Farther Finance Advisors LLC10,584$400K0.0%+70.9%0.043% 7/16/2024 ORG Partners LLC627,130$23.70M3.0%N/A2.572% 7/8/2024 Sugarloaf Wealth Management LLC1,054,886$39.70M8.0%+1.4%4.327% 7/2/2024 Park Place Capital Corp434,834$16.36M5.2%+255.8%1.784% 5/15/2024 Transcendent Capital Group LLC4,700$169K0.1%N/A0.019% 5/8/2024 MAI Capital Management365,378$13.17M0.1%+19.4%1.499% 4/23/2024 Sugarloaf Wealth Management LLC1,040,355$37.49M7.1%+9.0%4.832% 4/18/2024 Park Place Capital Corp122,224$4.40M1.6%N/A0.568% 2/14/2024 Waterloo Capital L.P.549,487$18.22M2.9%-0.6%2.986% 1/29/2024 ORG Partners LLC503,995$16.71M2.8%+6,456.5%2.739% 1/10/2024 Sugarloaf Wealth Management LLC954,744$31.66M6.9%-4.6%5.189% 11/13/2023 Sugarloaf Wealth Management LLC1,001,120$30.46M6.9%-41.2%5.441% 11/3/2023 ORG Partners LLC7,687$234K0.1%N/A0.042% 8/9/2023Spotlight Asset Group Inc.236,942$7.37M6.6%+13.0%1.288% 8/2/2023 MAI Capital Management262,466$8.17M0.1%-2.5%1.356% 7/18/2023Virtue Capital Management LLC17,522$546K0.1%-5.2%0.091% 7/13/2023 Sugarloaf Wealth Management LLC1,703,450$52.99M12.4%+2.1%8.803% 5/10/2023 MAI Capital Management269,324$8.13M0.1%+36.8%1.392% 5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC6,874$208K0.0%N/A0.036% Watch This Robotics Demo Before March 17th (Ad)Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry." Click here to watch the demo…5/5/2023 Silver Oak Securities Incorporated239,126$7.22M1.2%+5.1%1.236% 4/26/2023 Sugarloaf Wealth Management LLC1,669,179$50.39M12.4%+4.8%9.121% 2/10/2023 CoreCap Advisors LLC2,214$64K0.0%N/A0.000% 2/9/2023 MAI Capital Management196,922$5.68M0.1%-3.4%0.000% 2/3/2023 Sugarloaf Wealth Management LLC1,593,246$45.93M11.5%+10.6%0.000% 2/2/2023 Silver Oak Securities Incorporated227,477$6.56M1.2%+15.2%0.000% (Data available from 1/1/2016 forward) ACIO Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of ACIO shares? During the previous two years, 19 institutional investors and hedge funds held shares of Aptus Collared Investment Opportunity ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($212.66M), Sugarloaf Wealth Management LLC ($44.96M), MAI Capital Management ($29.12M), ORG Partners LLC ($28.15M), Park Place Capital Corp ($27.59M), Waterloo Capital L.P. ($24.62M), and United Advisor Group LLC ($9.27M).Learn more on ACIO's institutional investors. Which institutional investors have been buying Aptus Collared Investment Opportunity ETF stock? Of the 16 institutional investors that purchased Aptus Collared Investment Opportunity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ORG Partners LLC ($1.20M), Integrated Wealth Concepts LLC ($965.77K), Park Place Capital Corp ($685.54K), MAI Capital Management ($290.09K), Sugarloaf Wealth Management LLC ($272.63K), Maripau Wealth Management LLC ($106.96K), and United Advisor Group LLC ($35.70K). How much institutional buying is happening at Aptus Collared Investment Opportunity ETF? Institutional investors have bought a total of 3,658,876 shares in the last 24 months. This purchase volume represents approximately $137.61M in transactions. Which Aptus Collared Investment Opportunity ETF major shareholders have been selling company stock? The following institutional investors have sold Aptus Collared Investment Opportunity ETF stock in the last 24 months: Sugarloaf Wealth Management LLC ($748.71K), MAI Capital Management ($6.86K), Waterloo Capital L.P. ($3.47K), Captrust Financial Advisors ($3.31K), JPMorgan Chase & Co. ($1.58K), Virtue Capital Management LLC ($963.00), and Farther Finance Advisors LLC ($644.00). How much institutional selling is happening at Aptus Collared Investment Opportunity ETF? Institutional investors have sold a total of 765,921 shares in the last 24 months. This volume of shares sold represents approximately $23.50M in transactions. 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