Global Retirement Partners, LLC
PensionPosition in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1749744
San Rafael, CA
All Filings in ACIO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,976 | 5,006 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $205,827 | 4,710 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $206,466 | 4,754 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $197,850 | 4,779 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $198,946 | 4,944 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $192,580 | 4,846 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $178,591 | 4,746 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $215,759 | 5,988 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $257,918 | 7,778 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $233,824 | 7,684 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,150,572 | 36,984 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,153,590 | 38,211 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,059,387 | 36,746 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $847,467 | 30,159 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $663,407 | 23,011 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $704,490 | 22,379 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||