MBE Wealth Management, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1775850
TOMAH, WI
Position in ACIO
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$11,892,974
-$472,989 QoQ
Shares Held
283,436
+0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
11.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,892,974 | 283,436 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $12,365,963 | 282,974 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $11,810,875 | 271,952 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,054,165 | 315,318 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $12,050,580 | 311,465 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,348,097 | 132,905 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,237,992 | 106,643 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,629,037 | 96,440 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,298,621 | 91,547 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,085,100 | 62,880 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,545,022 | 50,773 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,619,835 | 84,212 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,931,767 | 63,987 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,464,189 | 50,787 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,309,291 | 46,594 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,258,775 | 43,662 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,361,132 | 43,238 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $321,078 | 9,843 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $239,510 | 7,997 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $236,363 | 7,837 | Shares | Sole | 2021-07-19 | |
| No filing history on record for this holder in this stock. | ||||||