AE Wealth Management LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1697723
TOPEKA, 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 | $36,127 | 783 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $45,610 | 1,087 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,458 | 1,086 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,246 | 305 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $12,627 | 305 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,511 | 220 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $44,384 | 1,103 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||