HARBOUR INVESTMENTS, INC.
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 810121
MADISON, WI
Position in ACIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$176,577
+$15,997 QoQ
Shares Held
3,827
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#46
of 52 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,577 | 3,827 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $160,580 | 3,827 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $692,863 | 15,855 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $687,757 | 15,836 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,472,780 | 59,729 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,343,375 | 60,568 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $9,617 | 239 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||