MBL Wealth, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1845785
CHARLOTTE, NC
Position in ACIO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,994,023
-$633,701 QoQ
Shares Held
47,522
-21.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,994,023 | 47,522 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,627,724 | 60,131 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,604,014 | 106,010 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,710,591 | 137,937 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||