Sunburst Financial Group, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1800158
VESTAVIA HILLS, AL
Position in ACIO
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$44,865,813
-$791,815 QoQ
Shares Held
1,069,252
+2.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
40.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,865,813 | 1,069,252 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $45,657,628 | 1,044,797 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $43,248,592 | 995,823 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $37,483,311 | 905,394 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $33,268,795 | 859,881 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $31,085,480 | 772,502 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $26,950,515 | 678,171 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $20,276,248 | 538,832 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,492,914 | 291,211 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||