CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1845849
SAN JUAN, PR
All Filings in ACIO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,096 | 4,120 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $171,616 | 4,090 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $178,733 | 4,090 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $172,634 | 3,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $154,629 | 3,735 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $118,197 | 3,055 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $82,089 | 2,040 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||