United Advisor Group, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2004873
CINCINNATI, OH
Position in ACIO
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$15,294,545
+$319,735 QoQ
Shares Held
364,503
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,294,545 | 364,503 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $14,974,810 | 342,673 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $14,683,465 | 338,095 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,688,065 | 306,475 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,178,585 | 288,927 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $10,895,100 | 270,753 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $9,270,070 | 233,268 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,434,559 | 197,570 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,837,871 | 134,266 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||