Retirement Planning Group, LLC
PensionPosition in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1508195
LEAWOOD, KS
All Filings in ACIO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,685 | 8,294 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $372,395 | 8,875 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $927,008 | 21,213 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,145,075 | 26,366 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,472,225 | 35,561 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,470,761 | 38,014 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,463,971 | 36,381 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||