Legacy Capital Wealth Partners, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1766228
LITTLE ROCK, AR
Position in ACIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,176,516
+$208,215 QoQ
Shares Held
47,172
+0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#23
of 52 holders
Holding Since
Sep 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176,516 | 47,172 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,968,301 | 46,909 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,346,165 | 53,688 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,319,900 | 53,417 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,204,260 | 53,243 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,427,217 | 62,735 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $467,105 | 11,608 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $275,875 | 6,942 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||