Aptus Collared Investment Opportunity ETF (BATS:ACIO) is Sugarloaf Wealth Management LLC’s 3rd Largest Position

Sugarloaf Wealth Management LLC boosted its holdings in shares of Aptus Collared Investment Opportunity ETF (BATS:ACIO) by 2.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,117,167 shares of the company’s stock after purchasing an additional 22,304 shares during the period. Aptus Collared Investment Opportunity ETF comprises approximately 7.7% of Sugarloaf Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding. Sugarloaf Wealth Management LLC’s holdings in Aptus Collared Investment Opportunity ETF were worth $44,955,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. JPMorgan Chase & Co. raised its stake in shares of Aptus Collared Investment Opportunity ETF by 87.7% during 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 last quarter. Farther Finance Advisors LLC grew its holdings in 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. Maripau Wealth Management LLC lifted its holdings in Aptus Collared Investment Opportunity ETF by 87.5% in the third quarter. Maripau Wealth Management LLC now owns 78,821 shares of the company’s stock valued at $3,132,000 after acquiring an additional 36,780 shares during the period. United Advisor Group LLC boosted its position in Aptus Collared Investment Opportunity ETF by 18.1% in the 3rd quarter. United Advisor Group LLC now owns 233,268 shares of the company’s stock worth $9,270,000 after purchasing an additional 35,698 shares in the last quarter. Finally, Park Place Capital Corp grew its stake in shares of Aptus Collared Investment Opportunity ETF by 23.3% during the 3rd quarter. Park Place Capital Corp now owns 536,190 shares of the company’s stock worth $21,308,000 after purchasing an additional 101,356 shares during the period.

Aptus Collared Investment Opportunity ETF Stock Performance

Shares of BATS:ACIO traded up $0.04 during trading on Friday, hitting $40.31. 360,345 shares of the stock traded hands. The business’s 50-day simple moving average is $40.71 and its two-hundred day simple moving average is $39.50. The stock has a market capitalization of $982.76 million, a P/E ratio of 25.00 and a beta of 0.70.

Aptus Collared Investment Opportunity ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Tuesday, December 31st. Shareholders of record on Monday, December 30th were given a $0.034 dividend. The ex-dividend date of this dividend was Monday, December 30th.

Aptus Collared Investment Opportunity ETF 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.