Meridian Wealth Management, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 1697300
LEXINGTON, KY
Position in ACIO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,268,365
+$372,086 QoQ
Shares Held
92,509
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#27
of 79 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in ACIO Over Time
Shares Held
Position Value (USD)
All Filings in ACIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,268,365 | 92,509 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,896,279 | 92,857 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,344,111 | 53,641 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||