Sunpointe, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2012181
ST. LOUIS, MO
Position in ACIO
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$7,324,159
-$17,135 QoQ
Shares Held
174,551
+3.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,324,159 | 174,551 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $7,341,294 | 167,993 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,644,399 | 152,991 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,765,488 | 139,263 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,049,006 | 130,499 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,973,462 | 123,595 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,486,429 | 87,731 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,483,391 | 65,995 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||