Legacy Trust
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1772483
GRAND RAPIDS, MI
Position in ACIO
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$823,758
-$34,160 QoQ
Shares Held
19,632
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $823,758 | 19,632 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $857,918 | 19,632 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $852,617 | 19,632 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $843,690 | 20,379 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $788,463 | 20,379 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $667,984 | 16,600 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $659,684 | 16,600 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||