ENVESTNET ASSET MANAGEMENT INC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1407543
Berwyn, PA
All Filings in ACIO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,207,845 | 1,716,685 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $69,057,180 | 1,645,786 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $456,228 | 10,440 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $83,522,795 | 1,923,159 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $68,277,956 | 1,649,226 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $56,833,598 | 1,468,948 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $52,363,265 | 1,301,274 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $46,825,602 | 1,178,299 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $37,356,768 | 992,739 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $24,263,732 | 673,394 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,689,084 | 442,976 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,906,245 | 424,129 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||