LIBERTY SQUARE WEALTH PARTNERS LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2057655
BETHLEHEM, PA
Position in ACIO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$213,212
-$4,308 QoQ
Shares Held
4,621
-10.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#66
of 79 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,212 | 4,621 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $217,520 | 5,184 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $256,256 | 5,864 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,290,783 | 29,721 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,966,665 | 47,504 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,298,629 | 33,565 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $863,872 | 21,468 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||