Perigon Wealth Management, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1575239
SAN FRANCISCO, CA
All Filings in ACIO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,982 | 11,248 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $597,678 | 14,244 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $649,032 | 14,852 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $703,261 | 16,193 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $761,221 | 18,387 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $617,066 | 15,949 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $609,957 | 15,158 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $311,680 | 7,843 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $281,999 | 7,494 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $236,694 | 6,569 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $213,351 | 6,434 | Shares | Sole | 2024-01-29 | |
| 2023-06-30 | $200,161 | 6,434 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||