WealthShield Partners, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1729303
CARY, NC
All Filings in ACIO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,598 | 5,648 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,070,987 | 25,524 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,109,411 | 25,387 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,132,002 | 26,065 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,079,091 | 26,065 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $917,146 | 23,705 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||