SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1079935
LOS ANGELES, CA
Position in ACIO
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$362,870
-$5,084 QoQ
Shares Held
8,648
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $362,870 | 8,648 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $367,954 | 8,420 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $297,842 | 6,858 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $283,755 | 6,854 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $254,425 | 6,576 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||