ACIO

Aptus Collared Investment Op

Latest period2026 - Q1Total superinvestors134

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 134 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
Brett Mathew Wickmann@Aptus Capital Advisors, Llc
Recent Activity
Increased 6.62%
5.36%
$682.256M
16.26M shares@ 41.96 avg price
Ann L. Swartz@Integrated Wealth Concepts Llc
Recent Activity
Increased 29.27%
2.64%
$329.746M
7.859M shares@ 41.96 avg price
Christian Keedy@Guardian Wealth Advisors, Llc Nc
Recent Activity
Increased 2.1%
11.82%
$187.662M
4.472M shares@ 41.96 avg price
Jamie Lynn Cahal@Corient Private Wealth Llc
Recent Activity
Decreased -56.11%
0.17%
$117.628M
2.803M shares@ 41.96 avg price
SARAH J SUTTON@Brogan Financial, Inc.
Recent Activity
Increased 1.29%
35.92%
$81.653M
1.946M shares@ 41.97 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 15664.24%
0.02%
$69.057M
1.646M shares@ 41.97 avg price
Jason Matthews@Kfg Wealth Management, Llc
Recent Activity
Decreased -11.72%
8.59%
$66.397M
1.582M shares@ 41.96 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 2.25%
0.02%
$63.843M
1.522M shares@ 41.96 avg price
Peter David N Soliman@Second Line Capital, Llc
Recent Activity
Increased 1.26%
10.86%
$57.294M
1.267M shares@ 45.24 avg price
James Morris@Signal Advisors Wealth, Llc
Recent Activity
Increased 6.88%
3.47%
$50.418M
1.202M shares@ 41.97 avg price

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