Peak Planning Group, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2097384
CENTENNIAL, CO
Position in ACIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$255,615
-$293,893 QoQ
Shares Held
5,540
-57.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#38
of 52 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,615 | 5,540 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $549,508 | 13,096 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,565,426 | 104,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,069,892 | 70,686 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||