Retirement Planning Group, LLC
PensionPosition in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1508195
LEAWOOD, KS
Position in ACIO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$382,685
+$10,290 QoQ
Shares Held
8,294
-6.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#52
of 79 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 | $382,685 | 8,294 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $372,395 | 8,875 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $927,008 | 21,213 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,145,075 | 26,366 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,472,225 | 35,561 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,470,761 | 38,014 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,463,971 | 36,381 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||