CONSULTIVA WEALTH MANAGEMENT, CORP.
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1845849
SAN JUAN, PR
Position in ACIO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$190,096
+$18,480 QoQ
Shares Held
4,120
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#45
of 52 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,096 | 4,120 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $171,616 | 4,090 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $178,733 | 4,090 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $172,634 | 3,975 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $154,629 | 3,735 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $118,197 | 3,055 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $82,089 | 2,040 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||