XY Planning Network, Inc.
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1873438
BOZEMAN, MT
Position in ACIO
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$300,769
New position
Shares Held
7,168
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in ACIO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,769 | 7,168 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||