Kestra Advisory Services, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1830819
AUSTIN, TX
Position in ACIO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$883,971
-$101,027 QoQ
Shares Held
21,067
-6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $883,971 | 21,067 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $984,998 | 22,540 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $967,837 | 22,285 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $887,698 | 21,442 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $706,518 | 18,261 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $597,765 | 14,855 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||