Legacy Capital Wealth Partners, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1766228
LITTLE ROCK, AR
All Filings in ACIO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176,516 | 47,172 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,968,301 | 46,909 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,346,165 | 53,688 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,319,900 | 53,417 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,204,260 | 53,243 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,427,217 | 62,735 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $467,105 | 11,608 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $275,875 | 6,942 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||