Atria Investments, Inc
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1535865
Charlotte, NC
Position in ACIO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,434,300
-$202,326 QoQ
Shares Held
81,847
-1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,434,300 | 81,847 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,636,626 | 83,218 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,140,249 | 72,306 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,503,416 | 60,469 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,178,208 | 56,299 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,210,785 | 54,940 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,250,515 | 56,631 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,954,953 | 51,952 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,796,843 | 49,868 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,728,431 | 52,124 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,028,372 | 33,056 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,003,123 | 33,227 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||