Able Wealth Management LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2011908
Toms River, NJ
Position in ACIO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$246,934
-$105,288 QoQ
Shares Held
5,885
-27.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,934 | 5,885 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $352,222 | 8,060 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $214,848 | 4,947 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||