Peak Planning Group, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2097384
CENTENNIAL, CO
All Filings in ACIO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,615 | 5,540 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $549,508 | 13,096 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,565,426 | 104,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,069,892 | 70,686 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||