PRIVATE TRUST CO NA
BankPosition in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1277557
CLEVELAND, OH
Position in ACIO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$136,244
-$5,649 QoQ
Shares Held
3,247
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,244 | 3,247 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $141,893 | 3,247 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $103,189 | 2,376 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $81,268 | 1,963 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $144,661 | 3,739 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $72,150 | 1,793 | Shares | Defined | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||