Aptus Collared Investment Opportunity ETFACIO
Type
ETF
Peer group
US equity: large companies
Net assets
$2.3B
Expense ratio
0.79%
1-year return
+11.0%
3 years, a year
+14.7%
5 years, a year
+9.3%
12-month yield
0.37%
Holdings
224
What it aims to do.
The Aptus Collared Investment Opportunity ETF (the Fund) seeks current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 7.93% |
| GOOG Alphabet Inc | 6.58% |
| AAPL Apple Inc | 6.51% |
| MSFT Microsoft Corp | 4.94% |
| AMZN Amazon.com Inc | 4.24% |
| AVGO Broadcom Inc | 3.24% |
| META Meta Platforms Inc | 2.19% |
| CAT Caterpillar Inc | 1.98% |
| TSLA Tesla Inc | 1.77% |
| V Visa Inc | 1.73% |
More on ACIO.
- ACIO overview
- ACIO holdings
- ACIO risk
- ACIO costs
- ACIO money in and out
- ACIO share classes
- Compare ACIO with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.