Forefront Wealth Partners, LLC
Position in ACIO — Aptus Collared Investment Opportunity ETF
CIK 2068112
AUSTIN, TX
Position in ACIO
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$247,402
+$30,595 QoQ
Shares Held
5,362
+3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#58
of 79 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,402 | 5,362 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $216,807 | 5,167 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $215,484 | 4,931 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||