CAPTRUST FINANCIAL ADVISORS
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1512024
RALEIGH, NC
All Filings in ACIO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,364 | 4,776 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $200,107 | 4,769 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $207,050 | 4,738 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $205,641 | 4,735 | Shares | Sole | 2025-11-19 | |
| 2024-09-30 | $1,055,176 | 26,552 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,123,857 | 29,866 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,200,153 | 33,308 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $540,773 | 16,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $496,252 | 16,308 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,014,683 | 32,616 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $984,677 | 32,616 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $940,319 | 32,616 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $916,509 | 32,616 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||