Independent Advisor Alliance
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1696899
CHARLOTTE, NC
Position in ACIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,390,913
-$4,386,698 QoQ
Shares Held
95,165
-54.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#18
of 52 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,390,913 | 95,165 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,777,611 | 209,190 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,966,517 | 90,767 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,203,575 | 27,713 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,150,381 | 27,787 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||