ACIO
ACIO
About Aptus Collared Income Opportunity ETF
An actively-managed strategy seeking growth and income using covered calls on individual equities. The strategy invests in 70-80 large cap stocks and pursues additional income by selling covered calls on those stocks. ACIO has an added goal of minimizing downside using long put options on a broad-based market Index.
About Aptus Collared Income Opportunity ETF
An actively-managed strategy seeking growth and income using covered calls on individual equities. The strategy invests in 70-80 large cap stocks and pursues additional income by selling covered calls on those stocks. ACIO has an added goal of minimizing downside using long put options on a broad-based market Index.
HOLDINGS (Top 20)
| Stock | Name | Weight | Shares | Market Value |
|---|---|---|---|---|
 NVDA | NVIDIA Corporation | 7.70% | 921.54K | $172.55M |
 AAPL | Apple Inc. | 6.56% | 560.32K | $147.01M |
 MSFT | Microsoft Corporation | 6.02% | 281.73K | $134.81M |
 GOOG | Alphabet Inc. | 5.56% | 396.23K | $124.63M |
 AMZN | Amazon.com, Inc. | 3.96% | 368.72K | $88.84M |
 AVGO | Broadcom Inc. | 2.74% | 178.56K | $61.38M |
 META | Meta Platforms, Inc. | 2.44% | 82.74K | $54.66M |
 LRCX | Lam Research Corporation | 2.24% | 242.36K | $50.16M |
 TSLA | Tesla, Inc. | 2.06% | 106.61K | $46.16M |
 V | Visa Inc. | 1.92% | 120.47K | $43.08M |
 JPM | JPMorgan Chase & Co. | 1.86% | 124.24K | $41.57M |
 CAT | Caterpillar Inc. | 1.73% | 62.15K | $38.72M |
 XOM | Exxon Mobil Corporation | 1.55% | 287.30K | $34.78M |
 MS | Morgan Stanley | 1.49% | 177.71K | $33.36M |
 LLY | Eli Lilly and Company | 1.44% | 30.25K | $32.19M |
 WMT | Walmart Inc. | 1.30% | 254.34K | $29.08M |
 BLK | BlackRock, Inc. | 1.22% | 24.58K | $27.34M |
 TMO | Thermo Fisher Scientific Inc. | 1.12% | 40.33K | $25.03M |
 NOC | Northrop Grumman Corporation | 1.11% | 40.82K | $24.93M |
 SYK | Stryker Corporation | 1.09% | 66.63K | $24.41M |
SECTOR HOLDINGS
Technology
Financial Services
Communication Services
Consumer Cyclical
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Real Estate
Basic Materials
Cash & OthersASSET ALLOCATION BY REGION
United States
Ireland
United Kingdom
SwitzerlandSECTOR HOLDINGS
Technology Financial Services Communication Services Consumer Cyclical Healthcare Industrials Consumer Defensive Energy Utilities Real Estate Basic Materials Cash & OthersASSET ALLOCATION BY REGION
United States Ireland United Kingdom SwitzerlandHoldings (Top 20)
NVDA
NVIDIA Corporation
AAPL
Apple Inc.
MSFT
Microsoft Corporation
GOOG
Alphabet Inc.
AMZN
Amazon.com, Inc.
AVGO
Broadcom Inc.
META
Meta Platforms, Inc.
LRCX
Lam Research Corporation
TSLA
Tesla, Inc.
V
Visa Inc.
JPM
JPMorgan Chase & Co.
CAT
Caterpillar Inc.
XOM
Exxon Mobil Corporation
MS
Morgan Stanley
LLY
Eli Lilly and Company
WMT
Walmart Inc.
BLK
BlackRock, Inc.
TMO
Thermo Fisher Scientific Inc.
NOC
Northrop Grumman Corporation
SYK
Stryker Corporation