Aptus Collared Investment Opportunity ETF (BATS:ACIO) Holdings Increased by Sugarloaf Wealth Management LLC

Sugarloaf Wealth Management LLC boosted its stake in shares of Aptus Collared Investment Opportunity ETF (BATS:ACIO) by 2.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,117,167 shares of the company’s stock after acquiring an additional 22,304 shares during the quarter. Aptus Collared Investment Opportunity ETF comprises about 7.7% of Sugarloaf Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest position. Sugarloaf Wealth Management LLC owned 4.58% of Aptus Collared Investment Opportunity ETF worth $44,955,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. JPMorgan Chase & Co. grew its holdings in Aptus Collared Investment Opportunity ETF by 87.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 5,175 shares of the company’s stock valued at $206,000 after purchasing an additional 2,418 shares during the last quarter. Farther Finance Advisors LLC grew its stake in shares of Aptus Collared Investment Opportunity ETF by 52.4% during the third quarter. Farther Finance Advisors LLC now owns 16,131 shares of the company’s stock valued at $641,000 after buying an additional 5,547 shares during the last quarter. Maripau Wealth Management LLC raised its holdings in shares of Aptus Collared Investment Opportunity ETF by 87.5% in the third quarter. Maripau Wealth Management LLC now owns 78,821 shares of the company’s stock worth $3,132,000 after buying an additional 36,780 shares during the period. United Advisor Group LLC lifted its stake in shares of Aptus Collared Investment Opportunity ETF by 18.1% during the 3rd quarter. United Advisor Group LLC now owns 233,268 shares of the company’s stock worth $9,270,000 after acquiring an additional 35,698 shares during the last quarter. Finally, Park Place Capital Corp boosted its holdings in Aptus Collared Investment Opportunity ETF by 23.3% during the 3rd quarter. Park Place Capital Corp now owns 536,190 shares of the company’s stock valued at $21,308,000 after acquiring an additional 101,356 shares during the period.

Aptus Collared Investment Opportunity ETF Stock Up 0.1 %

ACIO stock traded up $0.04 during midday trading on Friday, reaching $40.31. The company’s stock had a trading volume of 360,345 shares. The stock has a market cap of $982.76 million, a price-to-earnings ratio of 25.00 and a beta of 0.70. The company’s 50-day moving average price is $40.71 and its two-hundred day moving average price is $39.50.

Aptus Collared Investment Opportunity ETF Dividend Announcement

The business also recently disclosed a dividend, which was paid on Tuesday, December 31st. Investors of record on Monday, December 30th were issued a dividend of $0.034 per share. The ex-dividend date was Monday, December 30th.

About Aptus Collared Investment Opportunity ETF

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.