Mendel Money Management
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1600585
NORTHBROOK, IL
Position in ACIO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,195,002
+$575,974 QoQ
Shares Held
76,144
+27.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,195,002 | 76,144 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,619,028 | 59,932 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,978,236 | 45,550 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||