Confluence Wealth Services, Inc.
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1910411
MCMURRAY, PA
Position in ACIO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$234,136
-$9,710 QoQ
Shares Held
5,580
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $234,136 | 5,580 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $243,846 | 5,580 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||