Mascagni Wealth Management, Inc.
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2063074
CLINTON, MS
Position in ACIO
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$526,178
-$23,087 QoQ
Shares Held
12,540
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $526,178 | 12,540 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $549,265 | 12,569 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $575,751 | 13,257 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $548,757 | 13,255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $577,293 | 14,921 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $600,421 | 14,921 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||