WealthShield Partners, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1729303
CARY, NC
Position in ACIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$260,598
-$810,389 QoQ
Shares Held
5,648
-77.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#37
of 52 holders
Holding Since
Mar 2025
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,598 | 5,648 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,070,987 | 25,524 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,109,411 | 25,387 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,132,002 | 26,065 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,079,091 | 26,065 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $917,146 | 23,705 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||