Corient Private Wealth LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1948780
MIAMI, FL
Position in ACIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$113,850,357
-$3,777,999 QoQ
Shares Held
2,467,498
-12.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#4
of 52 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,850,357 | 2,467,498 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $117,628,356 | 2,803,345 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $139,567,749 | 3,193,770 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $139,708,229 | 3,216,860 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||