Uniting Wealth Partners, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2056414
DENVER, CO
Position in ACIO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$12,929,027
-$891,967 QoQ
Shares Held
280,213
-14.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
5.47%
of 13F equity value
Holder Rank
#18
of 79 holders
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,929,027 | 280,213 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $13,820,994 | 329,385 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $31,384,646 | 722,649 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $17,219,212 | 415,923 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,494,928 | 167,871 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||