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 | 7.93% | 894.75K | $188.92M |
 AAPL | Apple Inc. | 7.07% | 539.41K | $168.33M |
 GOOG | Alphabet Inc. | 6.13% | 387.94K | $146.03M |
 MSFT | Microsoft Corporation | 5.16% | 273.02K | $122.92M |
 AMZN | Amazon.com, Inc. | 4.11% | 361.62K | $97.87M |
 AVGO | Broadcom Inc. | 3.27% | 174.42K | $77.92M |
 META | Meta Platforms, Inc. | 2.15% | 80.93K | $51.19M |
 TSLA | Tesla, Inc. | 1.91% | 104.47K | $45.53M |
 MU | Micron Technology, Inc. | 1.73% | 42.40K | $41.17M |
 V | Visa Inc. | 1.65% | 120.42K | $39.30M |
 JPM | JPMorgan Chase & Co. | 1.56% | 123.81K | $37.06M |
 LLY | Eli Lilly and Company | 1.35% | 29.11K | $32.16M |
 AMD | Advanced Micro Devices, Inc. | 1.35% | 62.46K | $32.24M |
 XOM | Exxon Mobil Corporation | 1.30% | 213.73K | $31.05M |
 CAT | Caterpillar Inc. | 1.19% | 32.37K | $28.35M |
 BLK | BlackRock, Inc. | 1.08% | 24.50K | $25.65M |
 WMT | Walmart Inc. | 1.07% | 220.23K | $25.49M |
 LRCX | Lam Research Corporation | 1.06% | 79.07K | $25.16M |
 SO | The Southern Company | 1.03% | 265.90K | $24.48M |
 CSX | CSX Corporation | 0.91% | 480.56K | $21.75M |
SECTOR HOLDINGS
Technology
Financial Services
Communication Services
Consumer Cyclical
Healthcare
Industrials
Consumer Defensive
Energy
Utilities
Real Estate
Basic MaterialsASSET ALLOCATION BY REGION
United States
Ireland
United Kingdom
Singapore
SwitzerlandSECTOR HOLDINGS
Technology Financial Services Communication Services Consumer Cyclical Healthcare Industrials Consumer Defensive Energy Utilities Real Estate Basic MaterialsASSET ALLOCATION BY REGION
United States Ireland United Kingdom Singapore SwitzerlandHoldings (Top 20)
NVDA
NVIDIA Corporation
AAPL
Apple Inc.
GOOG
Alphabet Inc.
MSFT
Microsoft Corporation
AMZN
Amazon.com, Inc.
AVGO
Broadcom Inc.
META
Meta Platforms, Inc.
TSLA
Tesla, Inc.
MU
Micron Technology, Inc.
V
Visa Inc.
JPM
JPMorgan Chase & Co.
LLY
Eli Lilly and Company
AMD
Advanced Micro Devices, Inc.
XOM
Exxon Mobil Corporation
CAT
Caterpillar Inc.
BLK
BlackRock, Inc.
WMT
Walmart Inc.
LRCX
Lam Research Corporation
SO
The Southern Company
CSX
CSX Corporation