Morningstar

Aptus Collared Investment Opportunity ETF ACIO

Morningstar Medalist Rating
Medalist Rating as of | See APTUS ETFs Investment Hub

Morningstar’s Analysis ACIO

Will ACIO outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ACIO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ACIO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ACIO’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Aptus Collared Investment Opp ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ACIO

More ACIO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.44 202M
Technology

Apple Inc

7.26 174M
Technology

Microsoft Corp

5.75 138M
Technology

Alphabet Inc Class C

5.39 129M
Communication Services

Amazon.com Inc

3.69 88M
Consumer Cyclical

Broadcom Inc

2.46 59M
Technology

Meta Platforms Inc Class A

2.42 58M
Communication Services

Micron Technology Inc

1.92 46M
Technology

Visa Inc Class A

1.82 44M
Financial Services

SPX US 11/20/26 P7350

1.76 42M
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