ACIO ETF Analysis: Aptus Collared Income | BATS

Equity Hedged | BATS, USA | Market Cap: 2.441m USD | 12M Return: 11.2% | US26922A2226 | Charts, Fundamentals & Technical Analysis

Equity Securities, Put Options, Call Options, ETFs
Total Rating 47
Safety 53
Buy Signal -0.22
Equity Hedged
Category Rotation: +4.0
TER: 0.79%
AUM: 2.44B
Avg Turnover: 6.46M
Risk 3d forecast
Volatility9.84%
VaR 5th Pctl1.83%
VaR vs Median3.46%
Reward TTM
Sharpe Ratio0.73
Rel. Str. IBD37.3
Rel. Str. Peer Group62.5
Character TTM
Beta0.734
Beta Downside0.733
Hurst Exponent0.485
Drawdowns 3y
Max DD12.13%
CAGR/Max DD1.28
CAGR/Mean DD9.70

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 7.1 years of data

Jan -0.3% 15
Feb -1.0% 34
Mar +0.4% 15
Apr -0.7% 2
May +0.5% 2
Jun +0.4% 2
Jul +0.8% 6
Aug -0.0% 2
Sep -4.1% 49
Oct -0.5% 15
Nov +2.5% 19
Dec -0.6% 2

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

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 August 21, 2026, the stock is trading at USD 46.74 with a total of 88,382 shares traded. Over the past week, the price has changed by -1.83%, over one month by +2.01%, over three months by +1.10% and over the past year by +11.15%.

Current recommended Stop Loss: 46.20 (which is 1.2% or 1.5 ATR below the current price).

Is ACIO a buy, sell or hold?

Aptus Collared Income has no consensus analysts rating.