(ACIO) Aptus Collared Income - BATS

ETF Category: Equity Hedged | Exchange: BATS (USA) | Market Cap: 2.345m USD | Total Return: 10.6% in 12m

Equity Securities, Put Options, Call Options, ETFs
Total Rating 50
Safety 47
Buy Signal -0.35
Equity Hedged
Category Rotation: -11.4
TER: 0.79%
AUM: 2.34B
Avg Turnover: 5.91M
Risk 3d forecast
Volatility11.5%
VaR 5th Pctl2.15%
VaR vs Median3.73%
Reward TTM
Sharpe Ratio0.80
Rel. Str. IBD41.1
Rel. Str. Peer Group83.3
Character TTM
Beta0.695
Beta Downside0.684
Hurst Exponent0.493
Drawdowns 3y
Max DD12.13%
CAGR/Max DD1.18
CAGR/Mean DD8.71

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: ACIO Aptus Collared Income

The Aptus Collared Income Opportunity ETF (ACIO) is an actively-managed ETF that invests primarily in U.S.-listed equities and overlays an options collar strategy on those positions, writing call options (up to 100% of each holding) and using a portion of the premiums received to purchase protective put options. The fund may apply the collar to individual equity holdings, U.S. equity ETFs, or equity-tracking indexes.

Factual details: ACIO falls within the Equity Hedged Morningstar category, reflecting its combined use of covered-call writing and protective puts-a hedged equity approach that seeks to generate option premium income while capping downside risk. The fund is listed on the Cboe BZX Exchange (BATS) and launched on July 9, 2019.

Headlines to Watch Out For
  • VIX volatility levels drive options premium income for ACIO
  • Rising interest rates pressure U.S. equity valuations across market caps
  • Covered call ETF competition intensifies amid yield-seeking investor demand
What is the price of ACIO shares?

As of June 29, 2026, the stock is trading at USD 45.64 with a total of 74,616 shares traded. Over the past week, the price has changed by -1.76%, over one month by -2.59%, over three months by +10.78% and over the past year by +10.57%.

Current recommended Stop Loss: 44.90 (which is 1.6% or 1.6 ATR below the current price).

Is ACIO a buy, sell or hold?

Aptus Collared Income has no consensus analysts rating.