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CWM, LLC

Position in ACIO — Aptus Collared Investment Opportunity ETF

CIK 1535847 OMAHA, NE

Position in ACIO

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$7,953,056
-$557,824 QoQ
Shares Held
189,539
-2.7% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2023
13 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

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,953,056 189,539
2025-12-31 $8,510,880 194,757
2025-09-30 $8,367,962 192,677
2025-06-30 $7,973,143 192,588
2025-03-31 $7,111,841 183,816
2024-12-31 $7,164,329 178,040
2024-09-30 $7,041,649 177,193
2024-06-30 $5,927,966 157,533
2024-03-31 $5,097,987 141,485
2023-12-31 $4,870,375 146,875
2023-09-30 $4,811,591 158,120
2023-06-30 $6,916,344 222,319
2023-03-31 $7,789,382 258,012