IFP Advisors, Inc
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1641866
TAMPA, FL
Position in ACIO
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$9,441
-$391 QoQ
Shares Held
225
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,441 | 225 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,832 | 225 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,771 | 225 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $19,623 | 474 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,056,432 | 78,998 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,058,803 | 76,014 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,940,561 | 73,995 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,322,054 | 35,133 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,324,824 | 36,768 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,229,970 | 37,092 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,086,533 | 35,706 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $822,641 | 26,443 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $225,549 | 7,471 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $588 | 23,263 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $650,430 | 23,147 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $654,527 | 22,703 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $19,108 | 607 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $19,800 | 607 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $18,179 | 607 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $18,307 | 607 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $16,038 | 668 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||