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Sunday, August 23, 2026The Morning Brief →Sign in
ACIOAPTUS COLLARED INVESTMENT OPPORTUNITY ETF

APTUS COLLARED INVESTMENT OPPORTUNITY ETF

$46.87+0.28% today
414852-WK
Price & daily flows
46.244.442.646.87DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +7.2% so far this year.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$1.3Bassets under management
expense ratio
net flow, trailing month
141Kavg daily volume, 30 days
92holdings · US-domiciled
2023listed December 24, 2023 · beta 0.70
Sector weights
Technology32.07%
Technology Services20.23%
Electronic Technology16.9%
Finance13.41%
Financial Services12.13%
Healthcare11.92%
Consumer Cyclical10.01%
Health Technology9.54%
Communication Services8.78%
Industrials8.66%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States99.2%
Other3.21%
Ireland1.66%
United Kingdom1.39%
Cash0.37%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-1.5%
1 month+2.5%
3 months+0.8%
6 months+7.6%
YTD+7.2%
1 year+10.5%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
11%realized volatility, 30 days (annualized)
9%realized volatility, 1 year
-7.4%deepest fall from a peak, 1 year
-1.6%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
calls today
puts today
put/call ratio
158Kshares traded
InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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