Lord & Richards Wealth Management, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2045252
HIGHLANDS RANCH, CO
Position in ACIO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$10,890,128
-$342,474 QoQ
Shares Held
259,536
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
19.99%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,890,128 | 259,536 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $11,232,602 | 257,039 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $10,780,886 | 248,236 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,807,160 | 236,888 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,779,936 | 201,084 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,104,996 | 77,162 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||