KESTRA PRIVATE WEALTH SERVICES, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1649451
AUSTIN, TX
Position in ACIO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$287,677
-$11,711 QoQ
Shares Held
6,856
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $287,677 | 6,856 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $299,388 | 6,851 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $297,408 | 6,848 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $271,377 | 6,555 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||