TrueWealth Advisors, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1817714
BIRMINGHAM, AL
Position in ACIO
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$5,387,789
-$4,410,188 QoQ
Shares Held
128,403
-42.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,387,789 | 128,403 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $9,797,977 | 224,210 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $15,042,284 | 346,357 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $17,408,244 | 420,489 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $15,398,929 | 398,008 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $14,833,389 | 368,623 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $19,807,806 | 498,435 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $18,021,571 | 478,915 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $14,591,806 | 404,968 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $12,826,387 | 386,803 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $11,150,890 | 366,444 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,683,983 | 279,138 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,203,015 | 271,713 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||