ACIO

Aptus Collared Investment Op

Latest period2026 - Q2Total superinvestors9

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 9 superinvestors own shares of Aptus Collared Investment Op (ACIO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Aptus Collared Investment Op (ACIO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Aptus Collared Investment Op (ACIO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Aptus Collared Investment Op (ACIO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Increased 5.49%
3.46%
$53.404M
1.157M shares@ 46.14 avg price
Barry Rhea@Sunburst Financial Group, Llc
Recent Activity
Increased 4.31%
8.34%
$51.46M
1.115M shares@ 46.14 avg price
Will Johnson@Tailwinds Wealth, Llc
Recent Activity
Increased 121.1%
5.51%
$9.327M
202,141 shares@ 46.15 avg price
Keith Dubauskas@One Plus One Wealth Management, Llc
Recent Activity
Increased 1.31%
2.58%
$5.978M
129,564 shares@ 46.15 avg price
Larry J Sims@Truewealth Advisors, Llc
Recent Activity
Decreased -1.47%
1.32%
$5.837M
126,503 shares@ 46.15 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -20.13%
0.1%
$5.254M
113,879 shares@ 46.15 avg price
Joshua Frazier@Valeo Financial Advisors, Llc
Recent Activity
New Position
0.02%
$525,673
11,393 shares@ 46.14 avg price
AUBREY FERNANDO@Signature Estate & Investment Advisors Llc
Recent Activity
Increased 4.01%
0.01%
$414,999
8,994 shares@ 46.15 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 0.42%
0.01%
$11,195
243 shares@ 46.07 avg price

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