Aptus Collared Investment Opportunity ETF (BATS:ACIO) Shares Bought by Sugarloaf Wealth Management LLC

Sugarloaf Wealth Management LLC lifted its position in Aptus Collared Investment Opportunity ETF (BATS:ACIO) by 3.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,094,863 shares of the company’s stock after purchasing an additional 39,977 shares during the quarter. Aptus Collared Investment Opportunity ETF accounts for approximately 8.2% of Sugarloaf Wealth Management LLC’s holdings, making the stock its 2nd biggest holding. Sugarloaf Wealth Management LLC owned approximately 4.49% of Aptus Collared Investment Opportunity ETF worth $43,510,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Transcendent Capital Group LLC bought a new stake in shares of Aptus Collared Investment Opportunity ETF in the 1st quarter worth about $169,000. Farther Finance Advisors LLC grew its holdings in shares of Aptus Collared Investment Opportunity ETF by 70.9% in the 2nd quarter. Farther Finance Advisors LLC now owns 10,584 shares of the company’s stock worth $400,000 after purchasing an additional 4,391 shares during the last quarter. Park Place Capital Corp bought a new stake in shares of Aptus Collared Investment Opportunity ETF in the 1st quarter worth about $4,404,000. MAI Capital Management grew its holdings in shares of Aptus Collared Investment Opportunity ETF by 19.4% in the 1st quarter. MAI Capital Management now owns 365,378 shares of the company’s stock worth $13,165,000 after purchasing an additional 59,304 shares during the last quarter. Finally, ORG Partners LLC bought a new stake in shares of Aptus Collared Investment Opportunity ETF in the 2nd quarter worth about $23,699,000.

Aptus Collared Investment Opportunity ETF Price Performance

Shares of ACIO traded down $0.26 during trading hours on Tuesday, hitting $39.50. The stock had a trading volume of 405,155 shares. The company’s 50 day moving average price is $38.77 and its two-hundred day moving average price is $37.42. The stock has a market capitalization of $963.01 million, a PE ratio of 25.00 and a beta of 0.70.

Aptus Collared Investment Opportunity ETF Profile

The Aptus Collared Income Opportunity ETF (ACIO) is an exchange-traded fund that is based on the NYSE Multi-Asset High Income index. The fund is an actively-managed portfolio of US large cap equities as well as corresponding options collars for those constituents. ACIO was launched on Jul 10, 2019 and is managed by Aptus.