Aptus Collared Income Opportunity ETF (ACIO)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Aptus Collared Income Opportunity ETF (ACIO) trades at $46.47 with AI Score 47/100 (Grade C). Aptus Collared Income Opportunity ETF (ACIO) is an actively managed fund employing a covered call strategy on large-cap stocks. Market cap: $2.40B, Sector: Financial services.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for ACIO: ACIO does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates ACIO against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
ACIO: the 1 perspectives are evenly split.
How is this calculated? →Aptus Collared Income Opportunity ETF (ACIO) Financial Services Profile
Aptus Collared Income Opportunity ETF (ACIO) is an actively managed fund employing a covered call strategy on 70-80 large-cap stocks, aiming for income generation and downside mitigation. The fund utilizes covered calls on individual equities and long put options on a broad market index to achieve its objectives within the financial services sector.
What Is the Investment Thesis for ACIO?
Aptus Collared Income Opportunity ETF (ACIO) presents a compelling investment thesis centered on its actively managed covered call strategy and downside protection measures. The fund's ability to generate income through option premiums, coupled with its focus on large-cap stocks, offers a potentially attractive risk-adjusted return profile. Key to ACIO's success is the active management team's ability to select stocks and manage option positions effectively. The fund's downside protection strategy, utilizing long put options, is another critical component, particularly in volatile market conditions. Investors should monitor ACIO's performance relative to its peers and benchmark indexes, as well as its ability to maintain its stated investment objectives. The fund's expense ratio and trading volume are also important considerations for potential investors.
Based on FMP financials and quantitative analysis
ACIO Key Highlights
- Actively managed ETF employing a covered call strategy on large-cap stocks.
- Targets a portfolio of 70-80 large-cap stocks.
- Generates income by selling covered calls on individual equities.
- Minimizes downside risk using long put options on a broad-based market index.
- Seeks to provide investors with both income and potential capital appreciation.
Who Are ACIO's Competitors?
ACIO is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| APUE ActivePassive U.S. Equity ETF | $46.38 | +0.62% | $2.55B | 47 |
| BDYN iShares Dynamic Equity Active ETF | $27.93 | +1.01% | $2.96B | 44 |
| CWI State Street SPDR MSCI ACWI ex-US ETF | $40.87 | +1.64% | $2.83B | 47 |
| DCOR Dimensional - US Core Equity 1 ETF | $82.35 | +0.43% | $3.14B | 47 |
| GUSA Goldman Sachs MarketBeta US 1000 Equity ETF | $64.53 | +0.00% | $2.36B | 44 |
| LGI Lazard Global Total Return and Income Fund, Inc. | $18.68 | +0.35% | $243.15M | 67 |
| BKT BlackRock Income Trust, Inc. | $10.68 | +0.42% | $259.31M | 66 |
| AEUDX American Century Equity Income Fund R6 Class | $9.28 | +1.31% | $6.39B | 65 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ACIO's Key Strengths?
- Active management expertise
- Downside protection strategy
- Established track record
- Focus on income generation
What Are ACIO's Weaknesses?
- Reliance on active management performance
- Potential for underperformance in rapidly rising markets
- Complexity of covered call strategies
- Expense ratio compared to passive ETFs
What Could Drive ACIO Stock Higher?
- Continued demand for income-generating investment strategies in a low-yield environment.
- Increased adoption of covered call strategies by retail and institutional investors.
- Potential for outperformance during periods of market volatility.
- Expansion of Aptus's distribution network through strategic partnerships.
What Are the Key Risks for ACIO?
- Underperformance in rapidly rising markets due to the capped upside of covered call strategies.
- Increased competition from other income-generating ETFs.
- Changes in market volatility impacting option premiums.
- Regulatory changes affecting options trading.
- Dependence on the active management team's ability to select stocks and manage option positions effectively.
What Are the Growth Opportunities for ACIO?
- Expansion of product offerings: Aptus can leverage its expertise in covered call strategies to launch new ETFs with different risk/reward profiles, targeting specific sectors or asset classes. This could attract a broader range of investors and increase the firm's assets under management. The market for specialized ETFs is growing rapidly, with investors seeking more tailored investment solutions. Timeline: 1-2 years.
- Strategic partnerships: Collaborating with other financial institutions or wealth management firms can expand Aptus's distribution network and reach new investors. Partnerships can provide access to new markets and customer segments, accelerating growth. The financial services industry is increasingly collaborative, with firms seeking to leverage each other's strengths. Timeline: Ongoing.
- Increased marketing and investor education: Enhancing marketing efforts and providing investor education on covered call strategies can increase awareness of ACIO and attract new investors. Many investors are unfamiliar with covered call strategies, so education is key to driving adoption. Timeline: Ongoing.
- Geographic expansion: While ACIO currently focuses on the U.S. market, expanding into international markets could provide significant growth opportunities. International investors may be seeking similar income-generating strategies. Timeline: 3-5 years.
- Technological innovation: Investing in technology to improve portfolio management, risk analysis, and investor communication can enhance ACIO's competitiveness and attract tech-savvy investors. Fintech is transforming the asset management industry, and firms that embrace technology will have a competitive edge. Timeline: Ongoing.
What Opportunities Does ACIO Have?
- Expansion of product offerings
- Strategic partnerships
- Increased marketing and investor education
- Geographic expansion
What Threats Does ACIO Face?
- Increased competition from other income-generating ETFs
- Changes in market volatility
- Regulatory changes affecting options trading
- Economic downturn impacting equity markets
What Are ACIO's Competitive Advantages?
- Active management expertise in covered call strategies.
- Downside protection strategy using long put options.
- Established track record of income generation.
- Brand recognition and reputation within the ETF market.
What Does ACIO Do?
Aptus Collared Income Opportunity ETF (ACIO) is an actively managed exchange-traded fund (ETF) designed to provide investors with both income and potential capital appreciation. The fund achieves this dual objective by employing a covered call strategy on a portfolio of 70-80 large-capitalization stocks. The covered call strategy involves selling call options on the stocks held in the portfolio, generating income from the premiums received. Founded with the goal of delivering consistent returns while managing risk, ACIO distinguishes itself through its active management approach. Unlike passive ETFs that track an index, ACIO's portfolio is actively managed by a team of investment professionals who make strategic decisions about stock selection and option writing. This active management allows the fund to adapt to changing market conditions and potentially outperform passive benchmarks. In addition to the covered call strategy, ACIO also utilizes long put options on a broad-based market index to minimize downside risk. This protective strategy is designed to cushion the fund's portfolio during market downturns, providing investors with a degree of downside protection. ACIO's investment approach is geared towards investors seeking a balance between income generation and capital preservation.
What Products and Services Does ACIO Offer?
- Actively manages an ETF focused on income generation.
- Invests in 70-80 large-cap stocks.
- Sells covered calls on individual equities to generate income.
- Uses long put options on a broad-based market index to minimize downside risk.
- Seeks to provide investors with both income and potential capital appreciation.
- Offers a risk-managed approach to income investing.
How Does ACIO Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Employs a covered call strategy to generate income from option premiums.
- Utilizes active management to select stocks and manage option positions.
- Provides downside protection through the use of long put options.
What Industry Does ACIO Operate In?
Aptus Collared Income Opportunity ETF (ACIO) operates within the asset management industry, specifically targeting income-seeking investors. The covered call strategy employed by ACIO is a popular approach for generating income in a low-yield environment. The asset management industry is characterized by intense competition, with numerous firms offering a wide range of investment products and strategies. ACIO differentiates itself through its active management approach and its focus on downside protection. The growth of the ETF market has also fueled the demand for specialized investment strategies like ACIO's.
Who Are ACIO's Key Customers?
- Retail investors seeking income and capital appreciation.
- Financial advisors looking for income-generating investment solutions for their clients.
- Institutional investors seeking to enhance portfolio yield.
- Retirees and other income-dependent investors.
ACIO Valuation & Market Position
With a $2.40B market cap, Aptus Collared Income Opportunity ETF sits in the mid-cap segment of the market. Relative to its peer group, ACIO's quantitative score of 47/100 is roughly in line with the peer average of 46/100.
ROE 0%Key Financial Metrics
Return on equity for Aptus Collared Income Opportunity ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. ACIO trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
ACIO Financials
Bull Case vs Bear Case
Bull Case
- Active management expertise
- Downside protection strategy
- Established track record
- Focus on income generation
Bear Case
- Reliance on active management performance
- Potential for underperformance in rapidly rising markets
- Complexity of covered call strategies
- Expense ratio compared to passive ETFs
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
ACIO Latest News
No recent news available for ACIO.
ACIO Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ACIO.
Price Targets
Wall Street price target analysis for ACIO.
ACIO MoonshotScore
What does this score mean?
The MoonshotScore rates ACIO's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About ACIO (Financial Services)
What does Aptus Collared Income Opportunity ETF do?
Aptus Collared Income Opportunity ETF (ACIO) is an actively managed fund that seeks to provide investors with both income and potential capital appreciation. It achieves this by investing in a portfolio of 70-80 large-cap stocks and employing a covered call strategy, selling call options on those stocks to generate income from the premiums. Additionally, ACIO utilizes long put options on a broad-based market index to minimize downside risk, aiming to provide a more stable investment experience compared to traditional equity investments. The fund's active management allows it to adapt to changing market conditions and potentially outperform passive benchmarks.
What do analysts say about ACIO stock?
As of 2026-03-16, a comprehensive AI analysis for ACIO is pending. Generally, analysts evaluating funds like ACIO consider factors such as the fund's expense ratio, historical performance, and the effectiveness of its covered call strategy in generating income. The fund's ability to manage downside risk during market downturns is also a key consideration. Investors should monitor ACIO's performance relative to its peers and benchmark indexes, as well as its ability to maintain its stated investment objectives. Trading volume and liquidity are also important factors for potential investors to consider.
What are the main risks for ACIO?
The primary risks associated with Aptus Collared Income Opportunity ETF (ACIO) include the potential for underperformance in rapidly rising markets due to the capped upside of the covered call strategy. Additionally, changes in market volatility can impact option premiums, affecting the fund's income generation. Regulatory changes affecting options trading could also pose a risk. The fund's performance is also dependent on the active management team's ability to select stocks and manage option positions effectively. Finally, increased competition from other income-generating ETFs could put pressure on ACIO's fees and performance.
How is Aptus Collared Income Opportunity ETF adapting to fintech disruption?
Aptus Collared Income Opportunity ETF, while not a fintech company itself, operates in an asset management landscape increasingly influenced by fintech innovations. To adapt, ACIO likely leverages advanced data analytics and algorithmic trading tools to optimize its covered call strategy and risk management. Furthermore, Aptus may be enhancing its digital communication and reporting capabilities to provide investors with more transparent and user-friendly access to fund information. The adoption of fintech solutions can improve efficiency, reduce costs, and enhance the overall investor experience, allowing ACIO to remain competitive in the evolving financial services industry.
What regulatory challenges does Aptus Collared Income Opportunity ETF face?
As an actively managed ETF employing a covered call strategy, Aptus Collared Income Opportunity ETF faces several regulatory challenges. These include compliance with the Investment Company Act of 1940, which governs the registration and operation of investment companies. The fund must also adhere to regulations regarding options trading, including position limits and margin requirements. Furthermore, Aptus must comply with disclosure requirements, providing investors with transparent information about the fund's investment strategy, risks, and performance. Changes in regulations related to ETFs, options trading, or financial services in general could impact ACIO's operations and profitability.
What are the key factors to evaluate for ACIO?
Aptus Collared Income Opportunity ETF (ACIO) holds an AI score of 47/100 (low). Not financial advice.
How frequently does ACIO data refresh on this page?
ACIO prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven ACIO's recent stock price performance?
Aptus Collared Income Opportunity ETF (ACIO) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Active management expertise. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
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- The information provided is based on available data and is intended for informational purposes only. It does not constitute investment advice.