Fiduciary Planning LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1792851
ENGLEWOOD, FL
Position in ACIO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,198,587
-$282,711 QoQ
Shares Held
28,565
-15.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.62%
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 | $1,198,587 | 28,565 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,481,298 | 33,897 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,471,842 | 33,890 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,402,797 | 33,884 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,310,507 | 33,872 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,362,486 | 33,859 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,356,286 | 34,129 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,284,010 | 34,122 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,251,895 | 34,744 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,180,197 | 35,591 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $25,315,903 | 831,939 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $33,683,014 | 1,082,707 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $32,358,577 | 1,071,831 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $29,644,043 | 1,028,236 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $28,134,394 | 1,001,224 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,589,471 | 991,657 | Shares | Sole | 2022-09-30 | |
| 2022-03-31 | $25,169,959 | 799,554 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $22,494,034 | 689,578 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,169,018 | 640,034 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,678,449 | 287,747 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||