Independent Advisor Alliance
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1696899
CHARLOTTE, NC
All Filings in ACIO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,390,913 | 95,165 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,777,611 | 209,190 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,966,517 | 90,767 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,203,575 | 27,713 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,150,381 | 27,787 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||