Aptus Collared Investment Opportunity ETF $ACIO is Waterloo Capital L.P.’s 5th Largest Position

Waterloo Capital L.P. lessened its holdings in shares of Aptus Collared Investment Opportunity ETF (BATS:ACIO) by 9.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 759,401 shares of the company’s stock after selling 81,766 shares during the period. Aptus Collared Investment Opportunity ETF makes up 2.4% of Waterloo Capital L.P.’s holdings, making the stock its 5th biggest position. Waterloo Capital L.P. owned approximately 1.61% of Aptus Collared Investment Opportunity ETF worth $33,186,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Confluence Wealth Services Inc. acquired a new stake in Aptus Collared Investment Opportunity ETF during the fourth quarter valued at $244,000. Farther Finance Advisors LLC grew its position in Aptus Collared Investment Opportunity ETF by 32.3% during the fourth quarter. Farther Finance Advisors LLC now owns 26,073 shares of the company’s stock valued at $1,139,000 after buying an additional 6,362 shares during the period. Princeton Global Asset Management LLC acquired a new stake in Aptus Collared Investment Opportunity ETF during the fourth quarter valued at $188,000. Park Place Capital Corp grew its position in Aptus Collared Investment Opportunity ETF by 6.3% during the fourth quarter. Park Place Capital Corp now owns 1,082,349 shares of the company’s stock valued at $47,299,000 after buying an additional 64,136 shares during the period. Finally, JPMorgan Chase & Co. grew its position in Aptus Collared Investment Opportunity ETF by 110.4% during the third quarter. JPMorgan Chase & Co. now owns 3,457 shares of the company’s stock valued at $150,000 after buying an additional 1,814 shares during the period.

Aptus Collared Investment Opportunity ETF Stock Performance

ACIO stock opened at $47.00 on Friday. The firm has a market cap of $2.21 billion, a PE ratio of 25.77 and a beta of 0.65. The firm’s fifty day moving average is $44.48 and its 200 day moving average is $43.96. Aptus Collared Investment Opportunity ETF has a one year low of $39.92 and a one year high of $47.04.

About Aptus Collared Investment Opportunity ETF

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.