Betterment LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1633901
NEW YORK, NY
Position in ACIO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$951,452
+$51,872 QoQ
Shares Held
20,621
-3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#29
of 52 holders
Holding Since
Mar 2025
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,452 | 20,621 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $899,580 | 21,439 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,251,524 | 28,639 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,074,718 | 24,746 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $891,135 | 21,525 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $201,690 | 5,213 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||