Corient Private Wealth LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1948780
MIAMI, FL
All Filings in ACIO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,850,357 | 2,467,498 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $117,628,356 | 2,803,345 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $139,567,749 | 3,193,770 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $139,708,229 | 3,216,860 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||