Brookwood Investment Group LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2066812
PHOENIX, AZ
Position in ACIO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$600,237
-$144,192 QoQ
Shares Held
14,305
-16.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $600,237 | 14,305 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $744,429 | 17,035 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $735,269 | 16,930 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $690,552 | 16,680 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $677,075 | 17,500 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||