LEVEL FOUR ADVISORY SERVICES, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1696715
DALLAS, TX
Position in ACIO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,327,893
+$1,026,443 QoQ
Shares Held
202,165
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#21
of 79 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,327,893 | 202,165 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,301,450 | 197,842 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,660,597 | 198,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,134,241 | 210,321 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,743,721 | 211,201 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,215,357 | 212,338 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,348,552 | 207,469 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,268,383 | 208,062 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,850,127 | 182,039 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,485,183 | 179,984 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,756,045 | 173,584 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||