Magnolia Private Wealth LLC Takes $611,000 Position in Aptus Collared Investment Opportunity ETF (BATS:ACIO)

Magnolia Private Wealth LLC bought a new position in shares of Aptus Collared Investment Opportunity ETF (BATS:ACIO) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 15,196 shares of the company’s stock, valued at approximately $611,000. Magnolia Private Wealth LLC owned 0.06% of Aptus Collared Investment Opportunity ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. JPMorgan Chase & Co. increased its stake in Aptus Collared Investment Opportunity ETF by 87.7% in the 3rd quarter. JPMorgan Chase & Co. now owns 5,175 shares of the company’s stock valued at $206,000 after buying an additional 2,418 shares during the period. MAI Capital Management boosted its holdings in shares of Aptus Collared Investment Opportunity ETF by 27.6% in the third quarter. MAI Capital Management now owns 732,686 shares of the company’s stock valued at $29,117,000 after acquiring an additional 158,379 shares in the last quarter. Farther Finance Advisors LLC increased 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 worth $641,000 after acquiring an additional 5,547 shares during the period. ORG Partners LLC increased its stake in shares of Aptus Collared Investment Opportunity ETF by 1.9% during the fourth quarter. ORG Partners LLC now owns 699,439 shares of the company’s stock worth $28,145,000 after acquiring an additional 12,959 shares during the period. Finally, Sugarloaf Wealth Management LLC raised its holdings in Aptus Collared Investment Opportunity ETF by 2.0% during the fourth quarter. Sugarloaf Wealth Management LLC now owns 1,117,167 shares of the company’s stock worth $44,955,000 after purchasing an additional 22,304 shares in the last quarter.

Aptus Collared Investment Opportunity ETF Price Performance

Shares of ACIO opened at $40.45 on Wednesday. The firm has a fifty day simple moving average of $40.76 and a 200 day simple moving average of $40.20. The stock has a market cap of $986.17 million, a price-to-earnings ratio of 25.00 and a beta of 0.70.

Aptus Collared Investment Opportunity ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Tuesday, December 31st. Investors of record on Monday, December 30th were paid a $0.034 dividend. The ex-dividend date was Monday, December 30th.

Aptus Collared Investment Opportunity ETF Company 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.