Regal Investment Advisors LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1559789
KENTWOOD, MI
Position in ACIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,414,021
+$484,309 QoQ
Shares Held
117,339
-0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#17
of 52 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,414,021 | 117,339 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,929,712 | 117,486 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,985,252 | 114,079 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,361,530 | 31,350 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||