Aptus Collared Investment Opportunity ETF $ACIO Holdings Lessened by Waterloo Capital L.P.

Waterloo Capital L.P. trimmed its stake in Aptus Collared Investment Opportunity ETF (BATS:ACIO) by 9.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 759,401 shares of the company’s stock after selling 81,766 shares during the period. Aptus Collared Investment Opportunity ETF accounts for about 2.4% of Waterloo Capital L.P.’s investment portfolio, making the stock its 5th biggest position. Waterloo Capital L.P.’s holdings in Aptus Collared Investment Opportunity ETF were worth $33,186,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in ACIO. JPMorgan Chase & Co. raised its stake in shares of Aptus Collared Investment Opportunity ETF by 110.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 3,457 shares of the company’s stock valued at $150,000 after acquiring an additional 1,814 shares during the period. Princeton Global Asset Management LLC acquired a new position in shares of Aptus Collared Investment Opportunity ETF in the fourth quarter valued at approximately $188,000. Transcendent Capital Group LLC acquired a new position in shares of Aptus Collared Investment Opportunity ETF in the third quarter valued at approximately $204,000. Confluence Wealth Services Inc. acquired a new position in shares of Aptus Collared Investment Opportunity ETF in the fourth quarter valued at approximately $244,000. Finally, Parallel Advisors LLC grew its holdings in shares of Aptus Collared Investment Opportunity ETF by 670.2% in the third quarter. Parallel Advisors LLC now owns 6,416 shares of the company’s stock valued at $279,000 after purchasing an additional 5,583 shares in the last quarter.

Aptus Collared Investment Opportunity ETF Stock Performance

Shares of ACIO stock opened at $47.00 on Friday. The stock has a market capitalization of $2.21 billion, a P/E ratio of 25.77 and a beta of 0.65. The company has a 50 day moving average price of $44.48 and a 200 day moving average price of $43.96. Aptus Collared Investment Opportunity ETF has a fifty-two week low of $39.92 and a fifty-two week high of $47.04.

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.