KFG WEALTH MANAGEMENT, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1919344
GRANGER, IN
Position in ACIO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$66,397,126
-$11,939,799 QoQ
Shares Held
1,582,391
-11.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
40.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,397,126 | 1,582,391 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $78,336,925 | 1,792,607 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $71,143,073 | 1,638,109 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $61,023,061 | 1,473,987 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $53,130,230 | 1,373,229 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $50,920,500 | 1,265,420 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $36,962,968 | 930,120 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||